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Invoice subscriptions - recurring invoicing
Recurring invoicing (manual billing) generates a new invoice on a set schedule and sends it to the client each cycle. The client pays manually each time using whatever payment method is enabled on the invoice. This is the Subscription (manual billing) option when creating a subscription.
Creating a recurring invoice subscription
- Open Financials > Subscriptions, or press
Cand select Subscription. - Add line items with amounts, descriptions, quantities, tax rates, and discounts.
- In the details panel, set the Subscriber (the contact who will receive invoices) and optionally link to a project.
- Under Schedule, set the repeat interval (every X days, weeks, months, or years) and a Start date.
- Under Billing method, select Subscription (manual billing).
- Select the payment methods you want to offer on each generated invoice (Stripe, Square, PayPal, or bank transfer).
- Optionally, toggle End subscription to set a limit on the number of recurrences.
- Click Create subscription.
How it works
On each cycle date, a fresh invoice is generated from the subscription template and sent to the client automatically. The generated invoice behaves like any regular invoice: it can be edited before sending, paid through any enabled payment method, and tracked through the standard status flow (Draft, Pending, Paid, Overdue).
Subscription history
Every invoice generated from a subscription is linked back to the subscription record. The subscription detail page shows the full history of generated invoices with their statuses and payment dates, so the complete billing timeline for a recurring client is visible in one place.
When to use manual billing
Manual billing suits retainers, monthly services, and installment-based billing where the client reviews and pays each invoice themselves. If you want the card to be charged automatically instead, use Subscription (auto billing).
