How do I prepare an invoice for repeat work with the same client?

For repeat work, duplicate an invoice to reuse its details, then check and update the new invoice. Treat the copy as a starting point, not as a finished new bill. Check the billing period, services or goods, quantity, rate, discount, due date, invoice number, and payment instructions before sending it.

Keep the earlier invoice unchanged so both sales remain traceable. Reusing invoice details is not the same as authorising a new payment or setting up an automatic debit. If you want invoices created or sent on a schedule, ask support to confirm the recurring-invoice options available to your account and how to stop or change them. Do not assume that copying an invoice creates a recurring collection mandate.