Recurring customer invoices and automated subscription billing
Automate regular monthly or annual retainer billing schedules with automated email delivery.
Save time on contract and retainer billing with automated recurring schedules.
1. Create Schedule: In CRM → Invoices → Recurring Invoices → Add, select the customer, billing frequency (Weekly, Monthly, Quarterly, Annually), and contract start and end dates.
2. Pre-fill Line Items: Add agreed service items, prices, discounts, and applicable tax rates.
3. Automation Options: Choose whether generated invoices should be saved as Drafts for manual manager review or Auto-Posted and dispatched directly to the customer via email.
4. Monitoring and Cancellation: Track upcoming generation dates on the Recurring Dashboard and pause or terminate the schedule when the service agreement concludes.