This article covers how to add recurring charges to a Keap™ invoice, including setting billing frequency, end dates, and start dates for recurring line items.

Get Paid Automatically on a Schedule

Recurring line items on a Keap invoice automatically charge a client's credit card on a set schedule — weekly, monthly, or at another frequency. Multiple recurring items with different frequencies can be combined with one-time items on the same invoice.

Add a Recurring Charge to an Invoice

1. Create an invoice and add at least one line item.

2. Select the menu button at the end of the product line.

   

   The screenshot above shows the menu button at the end of a product line item in the Keap invoice editor.

3. Select Edit.

   

   The screenshot above shows the Edit option in the line item menu.

4. Select Recurring.

   

   The screenshot above shows the Recurring option in the Keap line item editor.

5. Set the billing frequency and when recurring payments should end.

   

   The screenshot above shows the billing frequency and end date settings for a recurring line item.

Note: The start date for recurring charges can be edited directly on the invoice page. See Change the start date for recurring charges below.

6. Select Save line item.

   

   The screenshot above shows the Save line item button in the Keap recurring line item editor.

Change the Start Date for Recurring Charges

1. Add a recurring line item to the invoice as described in the section above.

2. Select the start date at the top of the invoice.

   

   The screenshot above shows the start date field at the top of the Keap invoice.

3. Select the new start date from the date picker.

   

   The screenshot above shows the date picker for selecting the recurring charge start date.

Frequently Asked Questions

What does this article cover?

This article covers how to add recurring charges to a Keap invoice, configure billing frequency and end dates, and change the start date for recurring line items.

Can a recurring payment use a manual payment method such as check or cash?

No. Recurring payments require a credit card. Manual payment methods such as check or cash are not supported for recurring line items.

Can recurring line items be added to a standard invoice?

Yes. Recurring line items can be added to any standard invoice. A separate recurring invoice is not required.

Can payable invoices be sent on a schedule instead of automatically charging the client?

No. Recurring line items are automatically charged to the client's credit card on the configured schedule. Sending a payable invoice on a schedule without automatic charging is not supported for recurring line items.

Can an invoice include multiple recurring items and multiple one-time items?

Yes. An invoice can include any combination of recurring and one-time line items. Each recurring item can have a different billing frequency — for example, one product charged monthly and another charged weekly.

What happens after an invoice with recurring line items is sent?

The sent invoice appears in the Invoices tab and includes each recurring line item. When the client pays, the invoice is marked as paid and a recurring payment entry is created in the Recurring tab of the Money page. Each recurring line item appears as a separate recurring payment entry.

What happens when a recurring line item charges the client?

Each time a recurring charge fires, a new invoice is created in the Invoices tab. The Recurring tab in the Money page shows the recurring payment entry with each successful charge listed in the Payments received section.

What happens if a recurring charge fails?

A notice appears on the Recurring tab indicating the payment requires attention. Selecting the recurring payment displays details about the failure. A draft invoice is created for the failed attempt and can be resent to collect payment for the missed charge. If charges continue to fail, the credit card details on the recurring payment may need to be updated.