Recurring Invoices: Automate Your Billing and Never Miss a Payment
If you have clients on retainers, subscriptions, or regular service agreements, you're probably spending unnecessary time creating the same invoices every month. Recurring invoices solve this problem.
What Are Recurring Invoices?
A recurring invoice is a template that automatically generates and sends invoices on a set schedule — weekly, monthly, quarterly, or yearly. You set it up once, and the system handles the rest.
Who Needs Recurring Invoices?
- Agencies billing monthly retainers
- SaaS businesses with subscription clients
- Property managers collecting rent
- Consultants on ongoing contracts
- Service providers with maintenance agreements
Benefits
1. Save Time
Stop creating the same invoice manually every month. Set up the recurring template once and let automation do the work.
2. Consistent Cash Flow
Automated billing means clients receive invoices on time, every time. No more forgetting to bill or sending invoices late.
3. Auto-Send Option
Choose to auto-send invoices directly to clients, or save them as drafts for review before sending. Flexibility for different client relationships.
4. Professional Consistency
Every invoice looks identical and arrives on schedule. This builds trust and sets professional expectations.
How to Set Up in Billify
- Go to Sales → Recurring Invoices → Create New
- Select your customer and add line items
- Set the frequency (monthly, quarterly, etc.)
- Choose start date and optional end date
- Toggle auto-send if you want invoices emailed automatically
- Click Create — done!