If you’re still sending invoices manually every month, you’re not just wasting time — you’re inviting mistakes. A missed email here, a forgotten follow-up there, and suddenly your cash flow gets thrown off.
But if your billing system is already built in Gravity Forms, there’s no need to keep resending the same data over and over. With the Recurring Form Submissions plugin, you can take one clean, completed form entry and have it automatically resubmitted on a schedule — no need to touch it again.
This guide will show you how to make the most of that feature. No complicated tools, no custom code — just a simple setup that ensures your invoices go out like clockwork.
Submit Your Invoice Form Once — That’s It
The beauty of recurring submissions is that you only need to fill out your invoice form once.
Start by completing the form as you normally would: enter the client’s name, the service provided, the amount owed, and any other relevant details. When you hit “submit,” Gravity Forms captures that entry like usual.
This single entry becomes your anchor — the one that the plugin will reprocess again and again. Each time it runs on schedule, Gravity Forms will treat that same entry as if it were just submitted, which means your email notifications, confirmations, and connected tools will all be triggered just like before.
Just remember: the data itself won’t change. If anything needs updating — like pricing or contact details — you’ll need to edit the original entry manually.
Set a Recurrence That Matches Your Billing Cycle
Once your invoice entry is ready, the next step is to tell the plugin how often it should resubmit it. That’s where the scheduling options come in.
You can set the entry to run on a weekly, monthly, quarterly, or even custom schedule — depending on how often you invoice your clients. Choose from the available recurrence options — like weekly, monthly, or quarterly — to match your billing cycle.
The plugin will take care of the timing behind the scenes. You won’t need to log in or click anything. When the scheduled time comes around, the same entry is resubmitted automatically — triggering whatever actions you already have set up in Gravity Forms.
This means your client gets their invoice right on schedule, every time — no manual work, no missed deadlines.
Let Gravity Forms Handle the Notifications
It’s important to know where the automation stops and starts.
The Recurring Form Submissions plugin doesn’t send any emails by itself. What it does is trigger a form submission — and from there, Gravity Forms takes over.
If your invoice form is already set up to send an email notification to your client, then every recurring submission will automatically trigger that same email again. No need to setup anything else.
Want to keep track of what you’re sending? Just add yourself (or your team) as a BCC in the notification settings. That way, you’ll get a copy each time the invoice goes out — helpful for logging or quick follow-up.
Want to Attach a PDF? Use Gravity PDF
While the Recurring Form Submissions plugin handles the timing, it doesn’t generate documents or attachments. But if you’re using the Gravity PDF add-on with your invoice form, you’re in luck.
Gravity PDF automatically creates a customized PDF whenever you submit a form. Including when this plugin submits it. That means every time the scheduled entry runs, a new invoice PDF can be generated and attached to your notification email.
If you already have a PDF template set up for your form, you don’t need to change a thing. Just make sure your email notification includes the attachment, and the recurring system will handle the rest.
Conclusion: One Entry. Automatic Billing. Peace of Mind.
Recurring invoices don’t need complex systems or endless reminders. With just one form submission and a schedule, you can automate your billing in a way that’s consistent, hands-off, and reliable.
The Recurring Form Submissions plugin handles the timing. Gravity Forms handles the delivery. And if you want polished, branded invoices? Gravity PDF is there to help.
Set it up once — and let the system run. You’ll spend less time chasing payments and more time focusing on what actually matters.
Got more questions about Recurring For Submissions? Contact BrightLeaf Digital to get more information!