Recurring Invoices Explained
How recurring invoices work and when to use them for retainer clients, subscriptions and regular services.
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What are recurring invoices?
A recurring invoice is an invoice that is automatically generated and sent on a regular schedule โ weekly, monthly, quarterly or annually. You set it up once and the system handles the rest.
This is ideal for retainer clients, subscription services, regular maintenance contracts or any service where you charge the same amount at regular intervals.
When to use recurring invoices
Use recurring invoices for any customer who pays you a regular amount on a regular schedule. This includes monthly retainers, annual subscriptions, recurring maintenance contracts and regular service agreements.
Recurring invoices save you from having to remember to create and send an invoice each month. The system does it automatically, ensuring you never miss a billing cycle.
Setting up recurring invoices
In digital invoicing software, you set up a recurring invoice by creating a template with the customer details, line items and schedule. The system then generates and sends the invoice automatically on the schedule you set.
You can also set up automatic payment reminders for recurring invoices, so if a payment is late, the customer is reminded without you having to chase it manually.
Automate your regular billing
Set up recurring invoices once and let the system handle the rest.
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