Manage recurring billing

Use recurring billing when a customer should be charged again on a schedule. Common examples include monthly storage, quarterly service plans, annual memberships, and other repeat charges.

Recurring billing helps your team avoid missed charges and reduces manual work. Instead of remembering to create the same invoice every month, you set the plan once and then monitor it.

Before you start

Make sure the customer already exists in Contacts.
Create the recurring product first in Products & Services.
Know the price, billing schedule, start date, and quantity.
Confirm whether the customer has a saved payment method or should receive a payment request.
Ask a manager if you are unsure whether the customer should be charged in advance or after the service period.

Open the Recurring page

Go to Payments > Recurring.

This page shows active, paused, future, and canceled recurring plans. You can also open the recurring revenue report from this page.

Recurring page showing recurring billing rows with customer, product, price, status, payment method, and next billing date — The Recurring page helps your team see who is being billed, for what, and when the next charge should happen.

Add a recurring charge

Click Add recurring
In the top-right area of the Recurring page, click Add recurring.
Choose the customer
Search for the customer who should receive the recurring charge. Pick the correct customer before selecting the product.
Choose the recurring product
Select the product or service the customer should be billed for, such as Monthly Climate Controlled Storage or Collectors Club Membership.
If the product is missing, create it first in Products & Services.
Choose the price option
Some products have more than one price option, such as monthly and annual. Choose the correct option for this customer.
Set the start date
Choose when the recurring plan should begin. If the customer should be charged right away, use the current date or the default start option.
Choose the payment behavior
Select whether the system should use a saved payment method, send the customer an invoice, or request a payment preference.
If you are unsure, ask your billing manager which option your facility uses.
Review and save
Check the customer, product, price, start date, and next billing date. Save only when the plan matches the agreement with the customer.

Add recurring dialog showing customer, product, price, billing timing, start date, quantity, and payment options — The Add recurring window collects the details needed to bill the customer on a schedule.

What success looks like

After you save the recurring plan:

The plan appears on the Recurring page.
The status shows whether the plan is active, paused, incomplete, future-dated, or canceled.
The next billing date shows when the next invoice or payment should happen.
Your team can open the plan later to pause, resume, update payment details, or review billing history.

Recurring billing terms in plain English

Billing schedule means how often the customer is charged, such as monthly or yearly.

Start date means when the recurring plan begins.

Next billing date means the next date the customer should be billed.

Payment method means how the customer pays, such as a card, bank account, invoice, cash, or check.

Paused means the recurring plan is stopped for now but not deleted.

Common mistakes to avoid

Do not create a recurring plan for a one-time service. Use Invoices instead.
Do not choose the wrong price option. Monthly, annual, and custom options can look similar.
Do not leave the start date unchecked. A wrong start date can bill too early or too late.
Do not assume the customer has a saved payment method. Check before choosing automatic payment.

Troubleshooting

What to do next

After creating a recurring plan, check the Recurring page regularly. Use the Report button to review recurring revenue and make sure expected storage or membership income is being tracked.