Stop Chasing Monthly Payments Manually

If your business bills customers on a regular schedule — for maintenance plans, service contracts, memberships, or retainers — setting up a recurring invoice automates the billing process so you do not have to create and send a new invoice every month. Recurring invoices run on a schedule you define, charge the customer automatically, and give your business a steady, predictable cash flow without manual follow-up. Your customers get a consistent, convenient billing experience and you get time back to focus on delivering your work.

What This Video Covers

This video demonstrates how to set up Recurring Payments in the invoicing tool. Specifically, the video covers how to create a recurring invoice, set the billing frequency and start date, attach a payment method for automatic charging, and confirm that the recurring invoice is active and scheduled to run. After watching, you will know how to configure recurring billing for any customer on a maintenance plan, service contract, or other ongoing payment schedule.

The video above demonstrates the Recurring Payments setup flow in the invoicing tool. It shows how to open an existing invoice or create a new one, enable the recurring billing option, select the billing frequency — such as weekly, monthly, or annually — set the start date for the first charge, and save the recurring invoice configuration. The video also shows how the recurring invoice appears in the invoices dashboard after it has been activated, including the next scheduled billing date and the recurring status indicator.

Related Invoice Actions

This video covers setting up recurring invoices. For additional invoicing workflows, see the following related articles:

• How to send an invoice directly from a contact record
• How to create and send a standard invoice using the new email builder