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Feature

Recurring Invoicing Software for Small Business

Use recurring invoicing software to create templates for retainers, service contracts, and repeat billing schedules, then generate draft invoices when each billing date arrives.

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Retainers and service contracts
Flexible repeat billing schedules
Draft invoices generated before sending

What you can do

Create reusable recurring invoicing templates

Set up sender and recipient details, line items, tax rates, totals, footnotes, and the first next-issue date for retainers or service contracts.

Schedule billing cycles with flexible intervals

Choose daily, weekly, monthly, or yearly recurrence and set the interval amount so each template matches the client agreement.

Set payment terms for generated invoices

Use due-on-receipt or net-day payment terms so each generated invoice gets a clear due date without manual recalculation.

Review upcoming invoices before they arrive

Use list and schedule views to see upcoming billing dates, recipients, recurrence details, and totals before the next issue date.

Generate invoice drafts automatically

When a template is due, Invoice Master creates a draft invoice from the saved details and moves the template to its next future issue date.

Update templates as agreements change

Edit or remove recurring invoice templates when pricing, service scope, recipients, payment terms, or billing timing changes.

Best for

Recurring invoicing for retainers

Use it when the same customer needs regular billing for ongoing work, maintenance, subscriptions, or service agreements.

Billing dates that should not be missed

Use it when upcoming invoice dates need to stay visible across daily, weekly, monthly, or yearly schedules.

Draft invoices that still need review

Use it when repeated invoices should be prepared automatically but still checked before being sent.

Typical workflow

1

Build the recurring template

Add the recipient, sender details, line items, taxes, totals, and footnotes that should repeat each cycle.

2

Set the billing rhythm

Choose the interval, recurrence unit, and next issue date that match the billing agreement.

3

Choose payment terms

Set due-on-receipt or net-day terms so generated invoices receive the right due date.

4

Monitor the upcoming schedule

Use list or schedule view to check which recurring invoices are coming up and what each one is worth.

5

Review the generated draft

When the schedule creates a draft invoice, review it and send it through the normal invoice workflow.

Related features

Combine Recurring Invoicing Software with these workflows inside Invoice Master.

Invoice Reminders

Set payment follow-up rules for due invoices, manage reminder recipients per invoice, and keep overdue collection steps visible.

Quote & Estimate Software

Create quotes and estimates with line items, tax, validity dates, custom fields, public links, attachments, email delivery, and invoice conversion.

Online Invoice Payment Processing

Accept invoice payments online with internet payment processing, Stripe checkout, Pay buttons, and automatic status updates.

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Frequently asked questions

Start using Recurring Invoicing Software today

Open your account, configure your billing workflow, and keep related client work connected.

Start recurring billingSee pricing

Explore features by workflow

Use these grouped links to move from this feature into payment, preparation, client, and operations workflows.

All features

Get paid

Send invoices, collect payments, automate reminders, and support repeat billing.

Prepare the work

Quote the job, track time, manage project billing, and capture expenses before invoicing.

Manage clients

Keep CRM, portal access, public sharing, and referrals connected to client billing.

Operate and report

Organize tasks, inventory context, and exports around invoice and client records.