Recurring Invoices: How to Set Up Automated Billing for Retainer Clients
Learn how to set up recurring invoices for retainer clients, subscription services, and monthly billing. Save time with automated invoicing.
What Are Recurring Invoices?
Recurring invoices are automatically generated and sent at regular intervals — weekly, monthly, or quarterly. They're ideal for retainer clients, subscription services, and any ongoing billing arrangement.
When to Use Recurring Invoices
- Monthly retainer agreements (e.g., $2,000/month for marketing services)
- Subscription-based services
- Ongoing maintenance contracts
- Rent or lease payments
Setting Up Recurring Invoices
Create a base invoice with the recurring amount, set the frequency (monthly, quarterly), and specify the start and end dates. The system generates and sends invoices automatically on schedule.
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