Recurring Invoice Template
For businesses that bill the same amount on a regular schedule — monthly retainers, subscriptions, maintenance contracts, or ongoing services. This template includes fields for billing frequency, service period, automatic numbering, and payment status tracking. Set it up once and let it run.
What This Template Includes
- Billing frequency
- Service period
- Recurring amount
- Next invoice date
- Auto-numbering
- Payment status
How to Create Your Recurring Invoice
- 1
Describe your work
Type a plain English description of the services you provided, the client, and the amount.
- 2
AI generates your invoice
InvoiceQuickly's AI fills in all fields with industry-specific formatting, tax calculations, and proper payment terms.
- 3
Review, download, and send
Check the details, download as PDF, and send directly to your client via email or a payment link.
Recommended Payment Terms
Recurring invoices are typically due on receipt or Net 7, since the client expects the invoice. Many businesses set up automatic payment (direct debit or card) for recurring invoices.
Need help writing payment terms? Read our guide to invoice payment terms for best practices and templates.
Tax Information
Each recurring invoice is a separate tax event. Ensure tax rates are updated if they change between billing periods. For subscription services, the tax point is usually the invoice date.
Invoicing Tips
- 1Set up automatic invoicing to eliminate the manual task of creating monthly invoices
- 2Include the service period (e.g., March 1-31, 2026) on each recurring invoice
- 3Allow clients to set up automatic payment to reduce late payments
- 4Review recurring invoice amounts quarterly and adjust for any scope changes
Related Resources
Frequently Asked Questions
How do I set up recurring invoices?
Define the invoice template, set the billing frequency (weekly, monthly, quarterly, annual), choose a start date, and enable automatic sending. InvoiceQuickly handles numbering, delivery, and payment tracking automatically.
Can I change the amount on a recurring invoice?
Yes, you can update the template for future invoices at any time. Past invoices remain unchanged. If you need to adjust a past invoice, issue a credit note and a corrected invoice.
What billing frequencies are supported?
InvoiceQuickly supports weekly, bi-weekly, monthly, quarterly, semi-annual, and annual recurring invoices. You can also set custom intervals if needed.