Blog » Business Tips » How to Use Recurring Invoices

How to Use Recurring Invoices

Updated on May 26th, 2022
due Invoicing

With Due, you can now send recurring invoice templates to your clients. Setting up recurring payments guarantees your business recurring revenue which means steady cash flow and growth.

If you’re looking to setup recurring payments directly on your website, say for a subscription service, you can follow this tutorial which will give you access to API documentation and a plethora of e-commerce extensions.

If you’re looking for a basic tutorial on Due Invoicing click here.

For now, we’ll focus on setting up recurring invoice templates for your clients. Here’s how:


1. Create an Invoice


This is the ‘Invoices’ tab. In this section, you can access and manage all of your past invoices.

  1. Select the green ‘ + ‘ symbol to create a new invoice.


2. Create a Recurring Invoice Template


This is a recurring invoice template. After you’ve created a client, or selected an existing one, you can set the parameters of your recurring invoice here. Please note that you can edit this template at any time.

Important: Once the invoice template is created, your client will receive a notification that a recurring invoice template has been created. The email will give them the details of the series. This notification is NOT a payable invoice.

  1. Select the ‘Recurring’ Box to create the template
  2. Recurring Title represents the summary of work performed. For example, if this is a subscription payment for a monthly service, make that clear in this section. This is required.
  3. Start Date represents the date the first invoice in the series will be sent to the client. The Due Date for subsequent invoices will be automatically calculated if you’ve decided to include one.
  4. Frequency: Here you will set the frequency of the invoices. In this case, the invoice will repeat every month for the next 12 months.


3. Client Receives Notifications and Invoice


Once the series is created, your client will receive an email that looks like this. Remember, this is not the invoice that needs to be paid.



On the ‘Start Date’ of your recurring invoice series, your client will receive an email that looks like this. They can pay the invoice by clicking on the ‘Invoice’ button embedded in the email. These invoices will be automatically created and sent to the clients on the frequency you set in the recurring template.



When your client opens the invoice to pay they have to option to authorize auto-payments. If authorized, Due will automatically charge the client’s credit card on the scheduled recurring invoice date. If the client is concerned with security, have them click here to read up on Due’s security procedures.


4. Access and Manage Recurring Templates


This is where you can access and manage all your recurring invoice templates.

  1. To access this tab simply click ‘Recurring’
  2. This section gives you the basic information on the recurring template.
  3. This is your list of options for your recurring template. In order to edit the template, you’ll need to click ‘View Details’ and then click ‘Edit’.


Now that you know how to use recurring invoices feel free to set up a few templates with your clients. If you have any questions or concerns feel free to contact [email protected] we’re here to help!

Charles Brown

Charles Brown

A finance Industry veteran, Charles Brown writes articles related to current financial trends, and creates unique and useful content about business ownership for his company  With a lot of knowledge and experience in this field, he has moved on to sharing his knowledge through writing.

About Due

Due makes it easier to retire on your terms. We give you a realistic view on exactly where you’re at financially so when you retire you know how much money you’ll get each month. Get started today.

Due Fact-Checking Standards and Processes

To ensure we’re putting out the highest content standards, we sought out the help of certified financial experts and accredited individuals to verify our advice. We also rely on them for the most up to date information and data to make sure our in-depth research has the facts right, for today… Not yesterday. Our financial expert review board allows our readers to not only trust the information they are reading but to act on it as well. Most of our authors are CFP (Certified Financial Planners) or CRPC (Chartered Retirement Planning Counselor) certified and all have college degrees. Learn more about annuities, retirement advice and take the correct steps towards financial freedom and knowing exactly where you stand today. Learn everything about our top-notch financial expert reviews below… Learn More