Freelancing · free guide

Set up recurring invoices in PayPal

Monthly retainers die by invoicing friction: forget to send, client pays late, awkward chase. Recurring invoicing removes you from the loop entirely.
What the full guide covers
1

Use PayPal Invoicing, not personal requests

Tools → Invoicing. Business features (recurring, reminders, card payments) live here only.

2

Create the invoice template once

Line items, notes, your terms. The template is the thing you'll reuse monthly.

3

Convert to a recurring series

From the template: Create recurring series. Frequency monthly, start date, end condition.

4

Enable automatic reminders

3 days before due and on due date. The robot nags so you never have to.

5

Reconcile against the tracker monthly

Cross-check received series payments against your invoice tracker (see our Sheets guide) — catch a failed card early.

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