How-to
How do I create recurring invoices for regular customers?
Quick answer
Store the rate on the customer record, then generate that period's invoices from your customer list instead of building each one. For route work, Daily Invoice Maker's Schedule holds recurring weekly routes you can materialise into the calendar ahead of time, so the visits and the billing stay in step.
Recurring billing is the difference between a service business that runs and one that leaks. The mechanics are simple; what makes it work is that the rate and the schedule live somewhere other than your memory.
Step by step
Put the rate on the customer
Open Customers and set each recurring customer's monthly rate. This single step is what makes every later month fast.
Set up the recurring route or schedule
In Schedule, group customers by day of the week with a cadence — weekly, biweekly or monthly — as recurring routes.
Materialise the schedule forward
Fill the next few weeks into the calendar so the visits exist before they happen. You are then working from a plan rather than remembering who is due.
Generate the period's invoices
At the end of the billing period create the invoices for those customers. Because the rates are stored, this is a review step rather than data entry.
Send the batch in one action
In Invoices use Select All and Email Invoices to send the period's billing together rather than one at a time.
Note anything that varies
Extras — a repair, a chemical charge, a skipped visit — go on their own lines so the base recurring amount stays stable and recognisable to the customer.
What usually goes wrong
Bundling extras into the recurring amount
A customer who sees their monthly figure change without explanation assumes a price rise. Keep one-off work on separate lines.
No record of which visits happened
Recurring bills get queried on attendance, not on price. List the service dates and the query disappears.
Rates only in your head
The moment you are ill or busy, a business whose rates are undocumented cannot bill. Get them on the customer records.
Try it on your own jobs
The free demo unlocks every feature for your first 7 invoices, 7 customers and 7 expenses — no account, no card. It runs 100% offline on Windows and Mac. $149.95 once to keep it, no subscription. The Android app is a separate Google Play purchase.
Questions
Can it bill different customers on different cadences?
Yes. Recurring routes support weekly, biweekly and monthly cadences, so customers on different schedules can sit in the same route board.
What if a visit is skipped for weather?
Note the skipped visit and why. Unexplained gaps are the single most common reason recurring invoices get disputed.
Does it charge cards automatically?
No. It creates and sends the invoices; it is not a payment processor that debits a card on a schedule. That is a deliberate difference from subscription-billing platforms.
Is there a per-customer fee?
No. The licence is $149.95 once for Windows and Mac regardless of how many customers you bill.