Create and Manage Recurring Invoices

For ongoing services, subscriptions, or installment-based billing, a recurring invoice automatically generates and sends to the customer on whatever schedule you define — no need to build a fresh invoice every cycle.

Create one

1. Go to Payments > Invoices & Estimates and select New Recurring Invoice.
2. Enter your business and customer information, then add products or services with their pricing.
3. Under How often?, choose the billing frequency — daily, weekly, monthly, yearly, or a custom interval.
4. Set a start date and an end condition — either a specific end date or a fixed number of occurrences.
5. Optionally, have invoices send a few days before the due date so customers have time to review before payment is expected.
6. Add terms, late fees, processing fees, tipping, or attachments if needed.

Add a one-time setup fee

If you need to charge an upfront setup fee alongside the recurring amount — for example, an onboarding fee before monthly service begins — add a product with a recurring price type that includes a setup fee. The first invoice shows both the setup fee and the recurring charge as separate line items; every invoice generated after that only includes the recurring portion.

Turn on auto-payment

Rather than waiting for the customer to pay each invoice manually, you can charge their card automatically on every due date:

1. Open the recurring schedule, click the three-dot menu, and select Manage Auto Payment.
2. Toggle Enable autopayment on.
3. Choose the card source: a card already on file, a card the customer provides at checkout, or a new card.
4. Save.

A saved card charges the very first invoice immediately; a customer-provided card requires a manual first payment before auto-charging kicks in on the second cycle. If a charge fails, the system retries twice, 24 hours apart. Editing an invoice before its charge date pauses auto-pay for that one invoice only. The same auto-payment toggle and card options are available from the mobile app when setting up a recurring invoice.

Edit an existing schedule

Open the recurring invoice from Payments > Invoices & Estimates > Recurring Invoices, then adjust the frequency, dates, or line items as your agreement with the customer changes. Notification templates for that schedule can be customized separately under invoice settings.