How to Set Up Automated Recurring Invoices and Subscriptions
Save hours each month by configuring automated recurring billing schedules. Ideal for gym memberships, digital marketing retainers, AMC contracts, and software subscriptions.
Prerequisites: What You Need Before You Start
- Customer profile created.
- Item or service package configured in catalog.
Standard Operating Procedure
Execute these 5 sequential steps to complete the workflow without compliance errors.
Navigate to Recurring Invoices
Step 1 of 5In the sidebar under Sales, click 'Recurring Invoices' (or visit /business/invoices/recurring).
Click '+ New Recurring Profile'
Step 2 of 5Select the customer, specify frequency (Weekly, Monthly, Quarterly, Half-Yearly, Yearly), and set the Start Date.
Define Expiration and Limit
Step 3 of 5Choose whether the profile runs 'Indefinitely' or expires after a set number of occurrences (e.g., 12 cycles for an annual gym plan).
Add Subscription Line Items
Step 4 of 5Add items, quantities, and agreed discounts just like a regular invoice.
Activate Profile
Step 5 of 5Click 'Save & Activate'. On the scheduled billing date, InvGear automatically generates the invoice and alerts you.
Pro Tips for Maximum Productivity
- Combine recurring billing with customer email automation so clients receive invoices on the 1st of every month automatically.
- Pause a profile anytime during client vacation or freeze periods without deleting the configuration.
Frequently Asked Questions
Quick answers to common questions about using this screen.