As of 13 August 2026, AI can only partly create recurring invoices.

What to actually do

1. Hand it to a person

   The route this page recommends

   A person who owns the outcome does this end to end, worth it when the failure is dear.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface, chat-fluent skill, and roughly 30 minutes until you can act on the result.

   How to actually do it

   1. Open the contract, current price list and customer record, and gather the customer name and address, service description, price, VAT information, payment terms and invoice numbering rule.
   2. Paste those details into the prompt, including the invoice frequency, first invoice date and end date or number of invoices.
   3. Check the generated schedule and first-invoice calculation against the contract and price list, and replace every CHECK item with a confirmed value.
   4. Ask your invoicing software to create a new recurring invoice using the checked fields, or enter the fields manually if it has no chatbot integration.
   5. Open the draft invoice in the invoicing software and compare the customer, bank details, line items, VAT, total, due date and invoice number with the source records.
   6. Save or send the first invoice only after the comparison is complete, then check the next scheduled invoice and payment reminder settings in the software.

   Prompt

   Act as an invoicing administrator for a UK business. Prepare a recurring-invoice setup specification from the information below, but do not claim that you have created, sent or scheduled anything in an invoicing system.
   
   Business name and address: [business details]
   Customer legal name and billing address: [customer details]
   Customer contact and purchase order reference: [details or none]
   What is being supplied: [goods or services]
   Price before VAT: [amount and currency]
   VAT rate and reason: [rate and basis, or ask me to confirm it with an accountant]
   Invoice frequency: [weekly, monthly, quarterly or other]
   First invoice date: [date]
   Number of invoices or end date: [details]
   Payment terms: [for example, payment due within 30 days]
   Contract or price-change rules: [details]
   Bank or payment instructions: [details]
   Invoice numbering rule: [rule]
   
   Produce:
   1. A clear recurring-invoice schedule.
   2. The exact line items, quantities, prices, VAT and totals for the first invoice.
   3. The fields I must enter into my invoicing software.
   4. A customer-facing invoice note that states the payment terms without inventing facts.
   5. A checklist of items I must verify before activating the recurring invoice.
   
   Use only the facts supplied. Mark missing information as CHECK rather than guessing. Do not decide whether a supply is subject to UK VAT, do not invent a VAT number, and do not provide professional advice. State which items should be confirmed with an accountant before the first invoice is sent.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.