Recurring billing & retainers
Recurring billing generates invoices on a schedule (monthly/annual), and retainers track prepaid balances drawn down over time — ideal for subscriptions and service agreements.
Set up a recurring invoice
Go to Finance → Recurring → New Schedule, set the customer, amount, and frequency. XBuddy issues each invoice automatically on the cycle date.
Manage a retainer
Under Finance → Retainers, create a prepaid balance; as work is billed, the retainer is drawn down and the remaining balance is always visible.
The recurring schedules list stays reliable as your template library grows — you can build out a large set of monthly, quarterly, and annual schedules without the page slowing down or breaking.