---
title: How Do I Create a Recurring Invoice Schedule?
description: Learn how to create a Monthly or Annually invoice schedule that bills dues and other recurring charges to the properties you choose.
---
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2. [Invoicing & Billing](https://help.hoastart.app/invoicing-billing?hsLang=en)
# How Do I Create a Recurring Invoice Schedule?
This article shows you how to create an invoice schedule that bills the same charge again and again, such as monthly dues or a yearly fee. Owners and Org Admins can create schedules from the Invoice Schedules list under Balances.
**Each property gets its own invoice:** Every time the schedule issues, each property you select receives its own invoice for the full Amount. A schedule that charges 6 properties creates 6 invoices each time.
##### **When would you use this?**
- You bill regular dues to every property on the same day each month.
- You bill a yearly fee, such as a pool or clubhouse fee, once a year.
##### **Steps**
1. Click Balances in the left menu, then click Invoice Schedules.
2. Above the list, click List Actions, then click Create Invoice Schedule. The Create Invoice Schedule page opens.
3. Read the note at the top of the page. Issuance and due dates are based on your organization's timezone setting, and the note shows the timezone that is set, such as Eastern Time (US & Canada).
4. In Invoice Name, type the name for the charge. This field is required.
5. If you want to add a note about the schedule, type it in Invoice Schedule Description. Only your organization's Admins and Owner can view it.
6. Leave Activate Charge turned on. It is on by default and activates the schedule to enable invoice creation.
7. Click the Income Type field and choose the income category the invoices are recorded under. For regular dues, choose 4000 Assessment Income, which the list describes as "Regular dues". This field is required.
8. Click the Asset Type field and choose the asset account where payments for the invoices are recorded. For regular dues, choose 1100 Accounts Receivable - Assessments, which the list describes as "Member dues owed". This field is required.
9. In Amount, type the dollar amount to charge each property. This field is required, and the amount must be at least $5.00. A smaller amount shows "Amount must be at least $5.00".
10. In Frequency, choose Monthly to send invoices every month, or Annually to send invoices once a year. This field is required. When you choose Monthly or Annually, an End Date field appears.
11. In Issuance Date, choose the date the invoices are first sent. This field is required, and the date must be today or later. An earlier date shows "Issuance date cannot be in the past".
12. In Due Date, choose the date payment is due. This field is required. The date cannot be in the past and cannot be before the issuance date. Otherwise the form shows "Due date cannot be in the past" or "Due date cannot be before the issuance date".
13. If the schedule should stop at a certain time, choose an End Date. The date cannot be before the issuance date. If you leave End Date empty, the schedule has no end date.
14. If you want to add a message to every invoice, type it in Invoice Instructions. The text shows on the invoice.
15. To add a late fee, click Configure in the Late Fees section. See [How Do I Set Up Late Fees on an Invoice Schedule?](https://help.hoastart.app/how-do-i-set-up-late-fees-on-an-invoice-schedule?hsLang=en)
16. Under Select Properties to charge, check the box next to each property the schedule should bill. This section is required. The Selected line above the table shows how many properties you checked and their names. You can use Search, Filter, and Sort to find properties.
17. Click Save. If a required item is missing, a red message appears under it and the page stays open. The messages are "Invoice name is required", "Amount is required", "Income type is required", "Asset type is required", "A valid issuance date is required", "A valid due date is required", and "Please select at least one property".
##### **Where to see the invoices**
Open the schedule's Summary page from the Actions menu on its row in the Invoice Schedules list. The Summary shows the Next Issuance Date and lists every invoice the schedule has created, with the date each was issued and its due date. See [How Do I View an Invoice Schedule's Summary?](https://help.hoastart.app/how-do-i-view-an-invoice-schedules-summary?hsLang=en)
##### **Good to Know**
- Late Fees cannot be changed after the schedule has issued its first invoice. See [How Do I Edit an Invoice Schedule?](https://help.hoastart.app/how-do-i-edit-an-invoice-schedule?hsLang=en)
- For a charge that is billed a single time, set Frequency to Once. See [Create a One-Time Invoice](https://help.hoastart.app/create-a-one-time-invoice?hsLang=en).
- ##### Each schedule bills every checked property its own invoice for the full Amount. See
##### [How Invoice Schedules Generate One Invoice Per Property](https://help.hoastart.app/how-invoice-schedules-generate-one-invoice-per-property?hsLang=en).
**Related articles**
- [How Do I View and Manage Invoice Schedules?](https://help.hoastart.app/how-do-i-view-and-manage-invoice-schedules?hsLang=en)
- [How Do I Edit an Invoice Schedule?](https://help.hoastart.app/how-do-i-edit-an-invoice-schedule?hsLang=en)
- [Create a One-Time Invoice](https://help.hoastart.app/create-a-one-time-invoice?hsLang=en)
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