Recurring Auto-Invoicing
For clients on a retainer, ACOS can generate that month's invoice automatically instead of you remembering to do it manually every billing cycle.
What It Does
Auto-invoicing is a per-retainer setting. When enabled, ACOS creates a draft invoice for the retainer's current period on a day of the month you choose — no separate "generate invoice" click required.
Setting It Up
Open the retainer's detail page
Go to Retainers and select the client retainer you want to automate.
Find the Auto-Invoice card
Toggle it On.
Set the generation day
Pick a day from 1 to 28 — days beyond 28 aren't allowed, so every month can generate on the same date regardless of month length.
Save
The setting takes effect immediately for the next billing cycle.
What Happens on Generation Day
On the configured day, ACOS creates a new invoice linked to that retainer's current period and sets its status to Draft. The invoice is not emailed to the client automatically.
Auto-generated invoices are always created as drafts. You still need to open the invoice, review the line items, and click Send — this exists to prevent an incorrect invoice going out to a client unreviewed.
Tracking Generation History
The Auto-Invoice card on the retainer detail page shows the date the last invoice was generated, so you can confirm the automation ran without having to dig through the invoice list.
FAQ
Will ACOS email the invoice to my client automatically?
No. Auto-invoicing only creates the draft. Sending it to the client is still a manual step, by design.
What if I disable auto-invoicing partway through a period?
No new draft will be generated on future cycles. Invoices already created remain untouched.
Can I pick day 29, 30, or 31?
No — the day picker is capped at 28 so the same day works every month, including February.
Does this work for non-retainer projects?
No. Recurring auto-invoicing is specific to the Retainer module. Fixed-price and time-and-materials projects still generate invoices from the project's Finance tab manually.