How to set up recurring invoices that stay compliant

Recurring invoices save time, but only if they follow the right tax rules and schedules. Use this setup flow before you turn on automation.

1. Confirm the correct tax rate and region for each customer.
2. Choose tax-inclusive or tax-exclusive templates and lock the format.
3. Set clear billing dates with reminders before the send date.
4. Review the first invoice before enabling automation.
5. Monitor for payment delays and adjust reminders as needed.

Use a monthly review to catch changes in pricing or tax rules.