For retainers, subscriptions, and any work that bills on the same cadence, a recurring invoice saves you from rebuilding it every cycle. You set it up once and it repeats on a schedule.
When you’d use this
Any client you bill on the same cadence belongs on a recurring invoice: monthly retainers, hosting and maintenance plans, weekly coaching, quarterly licensing. Setting one up removes the monthly ritual of rebuilding the same document and, more importantly, makes the forecast accurate, since Fee-Lion can see your repeating revenue before it is invoiced. Pair it with auto-pay and the whole cycle, from generating the invoice to collecting the money, runs without you.
Set up the recurring invoice
- Go to Invoices and create a new recurring invoice.
- Pick the client and add the line items just like a one-off invoice.
- Set the frequency — how often the invoice should repeat.
- Save it. Fee-Lion generates each invoice on schedule from then on.
See it before it happens
The recurring revenue forecast projects your upcoming invoicing, so you can see next month’s billing before any of it goes out. That makes it easy to confirm a schedule is set up the way you expect.
Tip: Pair recurring invoices with auto-pay so clients are charged automatically each cycle instead of paying by hand.
FAQ
Can I review each invoice before it goes out?
Yes. Recurring invoices draft themselves ahead of the send date so you can glance at them, adjust a line, and let them send on schedule.
What if the amount changes one month?
Edit that month’s drafted invoice before it sends. The recurring template keeps its usual amount for the next cycle unless you change the template itself.
How do I stop a recurring invoice?
Pause or end the schedule from the recurring invoice. Invoices already sent are unaffected; no new ones are generated.
Join the discussion
Members join the discussion
Comments are for Fee-Lion users. Enter your email and we'll send a one-time link to sign in — no password.