Set monthly billing once.

For retainers, subscriptions, and anything else that bills on a schedule. Nefin handles the cadence, the posting, and the email.

  • Daily, weekly, monthly, or custom
  • Auto-send by email
  • Pause, resume, or end on a date
  • Posts to AR like a normal invoice

What you get

Set up the schedule once; Nefin generates invoices on time, every time.

Any cadence

Daily, weekly, monthly, quarterly, annually, or a custom schedule — your call.

Auto-send

Generated invoices can email themselves, with a copy attached to the AR record.

Pause and end dates

Pause for a billing holiday or set an end date when the contract ends.

Same line items each cycle

Define the lines once. Each cycle issues a fresh invoice with current numbering.

How it works

  1. 1

    Pick a client

    Use any existing client or create a new one with their currency and terms.

  2. 2

    Set the schedule

    Cadence, start date, and optional end date.

  3. 3

    Add the line items

    Once. Future cycles reuse them; you can edit before any cycle runs.

  4. 4

    Let it run

    Each due date, Nefin generates the invoice, posts to AR, and emails it if you've enabled that.

Frequently asked

Can I edit the line items between cycles?

Yes. Edit the recurring template at any time; future cycles reflect the change.

Can prices update automatically (e.g., annual escalator)?

You can update the template before a cycle runs. Automatic escalation is on the roadmap.

What happens if a generated invoice has an error?

Edit or void it like any other invoice. The recurring template is unaffected.

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