Recurring Invoices
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Automatic repeat billing for retainers, subscriptions, and regular clients — Merchant App only
Recurring invoices automate your regular billing. Set it up once and the app generates and sends an invoice to the customer automatically on your chosen schedule — weekly, monthly, quarterly, or yearly. Available in the TWPayz Merchant App under Invoices → Recurring.
📸 APP SCREENSHOTRecurring schedules list — each entry shows customer name, frequency, amount, next invoice date, and ACTIVE/PAUSED status badge
📸 APP SCREENSHOTCreate recurring schedule form — Name, Customer email, Amount, Frequency selector, Start Date, optional Description
Creating a Recurring Schedule
- 1In the Merchant App, go to Invoices → Recurring. Tap the + or New Schedule button.Create schedule form opens.
- 2Complete the schedule details (see field guide below).All fields populated.
- 3Tap Create Schedule.Schedule saved. First invoice is sent on the Start Date. Status badge shows ACTIVE.
| Field | What to enter |
|---|---|
| Schedule Name | A memorable label for your records (e.g. "Monthly Retainer — Acme Ltd"). Not visible to the customer. |
| Customer Email | Invoice delivered to this address on each cycle. |
| Customer Name | Appears on the invoice. |
| Amount | The recurring charge amount. Same amount each cycle — edit the schedule if the amount changes. |
| Currency | Currency for all invoices in this schedule. |
| Frequency | Weekly, Monthly, Quarterly, or Yearly. |
| Start Date | The date the first invoice is generated and sent. Subsequent invoices follow the frequency from this date. |
| Description | Optional invoice description visible on each generated invoice (e.g. "Monthly marketing retainer — August 2026"). |
Managing Active Schedules
| Action | What it does |
|---|---|
| Pause | Suspends the schedule — no invoices are sent until you resume. The next invoice date does not advance while paused. |
| Resume | Re-activates a paused schedule. The next invoice fires on the next scheduled date. |
| Run Now | Immediately generates and sends an invoice for the current cycle, without waiting for the next scheduled date. Useful if a customer requests an early invoice. |
| Edit | Modify any schedule setting. Changes apply to future invoices only — invoices already sent are unaffected. |
| Delete | Permanently removes the schedule. No further invoices will be sent. Past invoices already issued remain in Invoice History. |
Recurring invoices do not automatically charge the customer. Each cycle generates and sends a new invoice with a payment link. The customer must click and pay each invoice. This is not a tokenised subscription — the customer actively pays each time.