Creating Recurring Invoices

In this video, we're going to show you how to create recurring invoices within the ShapeConnect platform. These can be used for situations where you have monthly fees for a customer and you want the invoices to be automatically generated in advance.


  1. Log into your ShapeConnect account.
  2. Once logged in, go to the 'Engagements' section and scroll down to find the project you're working on.
  3. Within the project, scroll down and click on 'Recurring Invoices.'
  4. You can now set the parameters for your recurring invoices.
  5. Click 'Generate' to create all the invoices. Note that these are not active invoices yet; they will not appear in your customer's portal until the specified date.
  6. The invoices will only become available to your customer on the issue date. For instance, an invoice generated on June 1st will be available to the customer on June 1st.
  7. Click Generate
  8. Done
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