Hopscotch offers a variety of options to configure a recurring invoice series. Follow the steps below to create your first recurring series!
Hopscotch is the easiest way to pay and get paid—auto-generate professional invoices, keep track of all your clients in one ledger, and never chase down a payment again. In this article, we'll cover how to configure a recurring invoice series on Hopscotch.
Click 'Pay or Get Paid'
Search for the business you want to invoice
Need help locating the right business?: Check out this Guide.
Did you know?: You can invoice businesses that are not on Hopscotch by clicking 'Add new contact' in the top right corner of the page. Once you input their contact information, you will be able to invoice the business through Hopscotch. The invoice recipient will receive the payment request via email and does not need to sign up for Hopscotch to pay you.
Click 'Get paid' when hovering over the business or on their Hopscotch profile
Note: If you added a new business to Hopscotch, you should still click 'Get paid' when hovering over their name or by visiting their profile--the invoice you create will be sent to the business via the email you inputted.
Select your invoice type and click 'Frequency'
Did you know?: Hopscotch offers a Simple and a Detailed invoice template. Check out the Invoicing FAQ for details on when you should use the different templates.
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Select a start date and configure your recurring series
Note: make sure that you click the check box at the bottom right of the pop-up to authorize Hopscotch to automatically send invoices in the recurring sequence. If you do not select this option, you will have to manually approve invoices before they are sent.
That's it! You're all set. You can then edit or delete your recurring sequence from the Accounting page. Simply click on the recurring sequence and then click 'Edit.'