Recurring invoices help businesses bill repeat services without recreating the same invoice every cycle. Set them up only when the amount, timing, customer, and review process are clear.

What this guide helps you do

• Create or review recurring billing schedules.
• Understand when a recurring invoice should be used instead of manual invoicing.
• Use AI to prepare schedules and exceptions for review.

Before you start

• Confirm customer, service period, amount, start date, frequency, due terms, and end condition.
• Know whether each generated invoice should send automatically or require review.
• Check contract or membership terms before setting a recurring schedule.

Do it manually

1. Open Money and choose Get Paid.
2. Switch to recurring invoices when available.
3. Create a recurring schedule or open an existing one.
4. Set customer, line items, frequency, start date, due terms, and review behavior.
5. Preview the next invoice details.
6. Save the schedule and monitor generated invoices during the first cycle.

Ask Faster AI

• Prepare a monthly recurring invoice schedule for this customer starting July 1, but keep it for review.
• Review active recurring invoices and flag any missing customer, amount, or next-run details.
• Suggest recurring billing terms for this service package without creating the schedule yet.

Review before saving, sending, paying, or refunding

• Check timing carefully so customers are not billed too early or too often.
• Confirm discounts, credits, taxes, and contract dates before activation.
• Review the first generated invoice before relying on the schedule.

Common issues and fixes

• If recurring invoices are not available, create a manual invoice and record a task for the next cycle.
• If a schedule is wrong, pause or edit it before the next invoice is generated.
• If a customer cancels, update the schedule and add a Customer 360 note.

First visit to loyal member

For how recurring billing fits into memberships, packages, renewal reviews, and customer communication, read the wellness studio growth article. Growing a Wellness Studio: From First Visit to Loyal Member.

Cash-flow dashboard rhythm

For how recurring invoices create the visible revenue floor that makes next month easier to read, read the cash-flow dashboard article. Reading Your Cash Flow: Payouts, Deposits, and the Money Dashboard.

Consultant client machine

For how recurring invoices support the move from one-off consulting projects to retained client relationships, read the consultant client machine article. The Consultant's Client Machine: From Inquiry to Retainer.

Connected workflows

• Review customer money history
• Review Money activity for a customer
• Manage roles for content and Money
• Collect pay-now payments from plugins

Placeholder media

• Screenshot placeholder: add an annotated screenshot of manage recurring invoices with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Create an invoice from Money
• Track invoice status
• Review AR analytics

Use it in daily operations

• Before closing the task, review the related Money record, customer record, owner, due date, and any follow-up message that should happen next.
• If the workflow affects a real payment, keep the action in review until the amount, recipient, invoice, quote, or bill details are confirmed.
• Use Faster AI to summarize the payment context and prepare a checklist, but approve sends, refunds, bill payments, and customer-facing messages manually.