Feature: Recurring Invoices

Set it up once, get paid on repeat

Retainers, memberships, hosting renewals, monthly dues, anything you bill the same client on a fixed schedule. Set the amount and the cadence once, and Billbooks generates, sends, and follows up on every invoice from then on.

Start Free Trial
Billbooks recurring invoice settings, monthly cadence with automatic delivery and payment reminders

The same invoice, every month, retyped from scratch

Retainer clients, monthly hosting, gym or coaching dues, storage rentals. The amount barely changes, but somebody still has to remember the date, rebuild the invoice, send it, and chase it if it goes quiet. Recurring Invoices does all of that after one setup.

How it works

Build the invoice once

Client, line items, amount, same as any normal invoice.

Pick the cadence

Anywhere from every week to once every few years, a start date, and either run it forever or cap it at a set number of invoices.

Choose how it's delivered

Send automatically the moment it's due, or have Billbooks create the draft and leave the sending to you. Your call, set once per recurring invoice.

Reminders follow up on their own

Set an automatic payment reminder, every 7, 15, 30, or 45 days, and Billbooks nudges anyone who hasn't paid without you having to track who's late.

One setup, invoices on their own schedule

Illustrative example with fictional data

Sample recurring invoice settings on Billbooks, monthly cadence, automatic delivery, payment reminders every 15 days
1 setup

replaces rebuilding the same invoice every single billing cycle

No retyping the client or line items, no remembering the date, no manually chasing a late payment

Built for anything billed on a schedule

Agencies with retainers Consultants Coaches & Tutors Gyms & Studios Web & IT Services Property Managers Societies & HOAs Storage & Rentals Cleaning Services Freelancers

Questions

How often can a recurring invoice repeat?

Anywhere from every week up to once every several years, plus a custom start date. You can also cap it at a fixed number of invoices instead of leaving it open-ended.

Does it send with no review at all?

Only if you choose that. Set delivery to automatic for a fully hands-off cycle, or have Billbooks create a draft each time so you can check it before it goes out.

Can I still follow up if a recurring invoice goes unpaid?

Yes, set an automatic payment reminder (every 7, 15, 30, or 45 days) on the same recurring invoice, and Billbooks follows up on your behalf.

Is Recurring Invoices included in the $7.95/month plan?

Yes, every Billbooks feature is included at the one flat price, no add-on tiers.

Stop rebuilding the same invoice every cycle

30-day free trial. No credit card required.

Start Free Trial

Pairs with Invoicing and Quotes: build the invoice once there, then put it on repeat here. Once the payment lands, close it out with Reconcile.

Suggest a feature for Billbooks

    Use Billbooks your way

    Submit an enquiry