Recurring Billing Software for Retainers and Service Plans
Set the frequency once. SolidInvoice creates each invoice on schedule with your client's lines and a pay link already on it, and you send it with one click.
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A monthly retainer invoice, created on the 1st
This invoice is built from the recurring schedule, so the lines and terms match last month without anyone copying them. Only the dates and invoice number change. Review it, send it, and the client pays from the link.
Northfield Marketing Consulting
Bill to: Ridgeway Dental Group
Invoice
INV-2207
| Description | Qty | Amount |
|---|---|---|
| Monthly marketing retainer (October) | 1 | $2,400.00 |
| Paid ads management | 1 | $600.00 |
| Monthly performance report and strategy call | 1 | $250.00 |
- Subtotal
- $3,250.00
- Tax (0%)
- $0.00
- Total due
- $3,250.00
Net 7. Pay by card or PayPal using the link in your email.
What Changes When the Schedule Does the Remembering
Stop finding out on the 9th that the retainer invoice never went out. SolidInvoice creates it on the day you set, so it is waiting for you on the 1st.
Retainer clients pay on time more often when the invoice arrives on time. A generated invoice is one click from their inbox instead of a task you get to next week.
Quit duplicating last month's invoice and fixing the dates by hand. The schedule carries the client, line items, and terms forward every time.
Annual service plans, monthly maintenance, and weekly cleaning contracts each run on their own schedule, listed in one place instead of across calendar reminders.
Everything You Need, Nothing You Don't
Set the frequency once
Bill daily, weekly, monthly, or yearly. Pick the weekdays, days of the month, or months, and end on a date, after a set number of invoices, or never.
Generated on schedule, ready to send
Each invoice is created on its run date with the right lines and terms. Check it if you want, then send it with one click.
A pay link on every invoice
Connect your own Stripe or PayPal account. Every recurring invoice carries a link where the client pays by card or PayPal, and it is marked paid when they do.
Included on every plan
Recurring invoices are part of Solo at $9/mo, Pro at $19/mo, and Business at $39/mo. You do not need an upgrade to bill a retainer.
Start invoicing in minutes
Add the client and the lines
Enter the retainer or service plan once: client, line items, tax, and payment terms. Your 14-day trial starts right away.
Set the schedule
Choose the frequency and run days, then pick an end date, a number of invoices, or no end at all.
Send each invoice with one click
On each run date the invoice is created and waiting in your account. Send it, and the client pays from the link.
What to set on a recurring invoice
A recurring invoice is only as good as the schedule behind it. Get these six settings right once and every invoice that follows comes out the same.
- 1
The client
Each schedule belongs to one client, so their name, address, and contact details carry onto every invoice it creates.
- 2
Line items that repeat
List the fixed monthly fee and any regular extras as separate lines. An itemized retainer shows the client exactly what the monthly fee covers.
- 3
Frequency and run days
Daily, weekly on chosen weekdays, monthly on chosen days of the month, or yearly in chosen months. Match it to the date in your agreement.
- 4
When the schedule ends
Set an end date for a fixed-term contract, stop after a set number of invoices for a 12-month plan, or leave it open for an ongoing retainer.
- 5
Payment terms
Net 7 or due on receipt suits most retainers. Short terms keep the next invoice from landing before the last one is paid.
- 6
Tax on the right lines
Apply tax to the lines that need it when you set up the schedule, so every generated invoice totals correctly without edits.
Ready to simplify your invoicing?
Send professional invoices, take online payments, and let automated reminders chase late payers for you.
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Simple, Transparent Pricing
Pro gives you automation, custom branding, and API access. Every plan starts with a free trial, no hidden charges.
Pro plan shown. Solo ($9) and Business ($39) also available.
- Daily, weekly, monthly, and yearly schedules
- End on a date or after a set number of invoices
- Pause, resume, edit, or cancel any schedule
- Invoices generated ready to send
- Card and PayPal pay links
- Partial payments and balances tracked
- Automated payment reminders on Pro and Business
- Multi-currency invoicing
- Your logo on every invoice
- Recurring invoices on every plan
Cancel anytime during your trial and you won't be charged.