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Creating Recurring Invoices
Automate client billing in BizStackPro with recurring invoices. Customize frequency, add products, attach files, include setup fees, and manage updates with ease.
Billing Clients Consistently Without Manual Work
Managing repeat billing manually can lead to missed invoices, inconsistent timing, and extra time spent sending reminders.
Recurring invoices automate the billing process by generating and sending invoices on a set schedule based on your defined frequency.
Without automation, billing can become inconsistent, payments may be delayed, and tracking invoice history becomes more difficult.
This guide will walk you through how recurring invoices work so you can set up reliable, repeatable billing for your clients.
To begin, review what recurring invoices are and how they structure your billing workflow.
What Are Recurring Invoices?
Recurring invoices let you automate repeat billing for subscriptions, retainers, and ongoing services. You can set billing frequency, apply products, add a one-time setup fee, attach files, and manage invoice status from one place.
Follow along: Go to Payments → Invoices & Estimates → Recurring Invoices → click + New.
Create a New Recurring Invoice
Use the Recurring Invoice Builder to set the client, invoice name, products, and billing schedule.
- Open Recurring Invoices and click + New.
- Select New Recurring Invoice.
- Choose an existing client (or create a new one).
- Add products using + Add Product and adjust quantities/prices as needed.
Tip: Add your business info and logo so your invoice looks polished and consistent across clients.
Set Invoice Frequency
Define how often invoices are sent and when the recurring schedule starts/ends.
- Frequency: Daily, Weekly, Monthly, or Yearly
- Intervals: Example: every 3 days or every 2 weeks
- Start/End: Never end, end by date, or end after a set date
- Send in advance: Example: send 2 days before due date
Pro tip: If you want fewer “late” payments, set invoices to send a few days before the due date so clients have time to pay.
Add a One-Time Setup Fee
Setup fees are useful for onboarding, initial configuration, or account creation costs.
- Add the setup fee to your product in the Products section.
- The first invoice includes the setup fee + recurring charge.
- Future invoices show only the recurring charge.
Save, Schedule, and Auto-Pay
When you’re ready, save as a draft or schedule the invoice to send automatically. Auto Payment options can be enabled during scheduling so customers can be charged automatically based on your settings.
Follow along: In the builder, click Save for draft → or click Schedule to automate sending.
Manage Active Recurring Invoices
You can edit the frequency, products, and dates anytime. Recurring invoice statuses help you quickly understand what’s happening across accounts.
- Status tracking: Sent, Overdue, Paid, Not Sent
- Invoice history: Review all generated invoices inside the builder
- Stop recurring: Cancel from the Actions dropdown or the three-dot menu in the builder
Extras: Attachments, CC/BCC, and More
- Product descriptions: Add or edit descriptions directly in invoices.
- Autofill: Browser autofill can speed up checkout form completion.
- Invoice naming: Edit invoice names before sending.
- CC/BCC: Include stakeholders when sending invoices.
- Attachments: Up to 10 files (max 20MB total) per invoice. Attachments are included with the initial email.
Note: Only one-time and recurring products are eligible for recurring invoices.
Want to automate billing and reduce missed payments?
BizStackPro makes it easy to create recurring invoices, manage products, and keep payment workflows organized in one place.
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Frequently Asked Questions
How do I create a new recurring invoice?
Go to Payments → Invoices & Estimates → Recurring Invoices, then click + New to start building a recurring invoice.
How do I set the frequency for recurring invoices?
In the builder, choose Daily, Weekly, Monthly, or Yearly—then set an interval if needed (like every 3 days or every 2 weeks).
Can I include a setup fee?
Yes. Add a setup fee to your product. The first invoice includes the setup fee + recurring charge, while later invoices show only the recurring charge.
How do I stop sending recurring invoices?
Cancel from the Actions dropdown on the Recurring Invoices page or use the three-dot menu inside the builder.
How can I view the status of recurring invoices?
Statuses include Sent, Overdue, Paid, and Not Sent. You can review history inside the builder or under Recurring Invoices.
How many files can I attach?
You can attach up to 10 files per invoice, with a total size limit of 20MB.
Do clients get notified if I update a recurring invoice?
Yes. If auto-payments are enabled, clients receive notifications when invoice details are updated.
Make Recurring Billing Simple and Consistent
Use recurring invoices to automate repeat charges, add setup fees when needed, and keep every client on a predictable billing schedule.
More automation. Less chasing payments.
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