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Recurring invoice

An invoice issued on a repeating schedule for work that continues month after month.

Part of the invoicing glossary, plain definitions of the words on an invoice, a quote and a job.

In one line

An invoice issued on a repeating schedule for work that continues month after month.

Also called a repeat invoice, a subscription invoice, or standing billing.

What it means in practice

Recurring invoices suit retainers, maintenance contracts and service plans: the same amount, the same client, the same date each period. The schedule is the point, because a retainer billed on an irregular date falls out of the client's payment run.

Set the rhythm, the first date and the end-of-month rule up front, and review the rate once a year rather than never.

Example. A $450 monthly support plan invoiced on the 1st, due net 14.

Where it shows up on the paperwork

It is a normal invoice on a schedule: same client, same lines, a new number and a new period each time. The period the invoice covers should be on the line, not just in your head.

What goes wrong

  • Invoicing on a different date each month, so the invoice keeps missing the client's payment run.
  • Never reviewing the rate, so a three-year-old price is still being billed.
  • Not saying what the retainer covers, which turns any extra request into an argument.

The tools for this

Related terms

  • RetainerMoney paid in advance to hold your availability or to draw against for ongoing work.
  • Payment termsThe line that says when payment is due, how to pay, and what happens if the date passes.
  • InvoiceA document that asks a client for payment for work already delivered.

All 57 terms

Common questions

What is the best day to send a recurring invoice?

The same day every period, early enough to catch the client's payment run. The date mattering more than the amount is what people find surprising.

How do I handle a price rise on a recurring invoice?

Tell the client before the invoice arrives, in writing, with the date it starts. A price rise discovered on an invoice is a dispute; one agreed a month ahead is an admin task.