Recurring invoice template
Recurring invoice template is used for subscription, retainer, or repeat billing where the same (or similar) amount is charged on a set schedule. It fits SaaS, membership, rent, and service retainers. Include billing cycle, period covered, line items or plan name, amount, and payment terms. Automating or templating recurring invoices reduces errors and improves on-time payment; many B2B invoices are paid late, so clear terms and reminders help.
Recurring invoice template Sample
Recurring invoice template
123 Business Street, City, Country
Phone: (123) 456-7890
Email: contact@company.com
Recurring invoice template
Bill To:
Client Name
Client Address
Client City, Country
Phone: (987) 654-3210
Email: client@example.com
Invoice #: 12345
Date: 2024-10-10
Due Date: 2024-11-10
| Item | Description | Qty | Price | Total |
|---|---|---|---|---|
| Service A | Itemized service or product | 1 | $100.00 | $100.00 |
| Service B | Additional line item | 2 | $50.00 | $100.00 |
| Subtotal | $200.00 | |||
| Tax (10%) | $20.00 | |||
| Total Due | $220.00 | |||
An invoice should include your business or name, the customer’s details, the date and invoice number, and a line-by-line breakdown of what was provided. Including payment terms—such as due on receipt, Net 15, or Net 30—helps you get paid on time and keeps records clear for taxes.
Supporting resources
| Resource | Type | Description |
|---|---|---|
| Stripe SaaS billing best practices | Industry guide | Centralize billing, automate invoicing, offer flexible payment options and billing cycles, customize invoices, and use reporting to track payment history and engagement. |
| B2B payment timing | Benchmark | A significant share of B2B invoiced sales in the U.S. are paid late; automated reminders and clear recurring invoice terms can improve collection. |
| Recurring invoice elements | Checklist | Invoice number (sequence or cycle-based), billing period (e.g. March 1–31), subscription/plan name, line items or flat fee, subtotal, tax, total, due date, and payment methods. |
| Zuora SaaS invoicing | Industry guide | Recurring, usage-based, and hybrid billing; automation can cut bill run time and reduce compliance risk. |
Frequently Asked Questions
- What is a recurring invoice?
- An invoice sent on a fixed schedule (e.g. monthly or annually) for the same or similar amount, such as subscriptions, retainers, or rent.
- What should a recurring invoice template include?
- Billing period, description of service or plan, amount, tax if applicable, due date, and payment instructions. Reference the same invoice number pattern or cycle for easy tracking.
- How do I handle price changes on recurring invoices?
- Notify the customer in advance per your terms, and show the new amount and effective date on the next recurring invoice (and in the description if needed).