Keeping track of client payments doesn’t have to be a headache. In FEA Create, you can set up recurring invoices so your clients are billed automatically. This is ideal if you work with clients on a retainer, subscription, or any ongoing service.
There are two ways to do this:
Send to an individual client: Create a recurring invoice and send it directly to a specific client
Automations: Send recurring invoices automatically whenever a client takes an action, like booking a session or submitting a form
How to Send a Recurring Invoice to an Individual Client
Step 1. Go to the Payments tab in your dashboard and select Recurring Invoices
Step 2. Click New and then choose New Recurring Invoice
Step 3. Add your client’s details and the product or service you’re invoicing. You can also include discounts, tax, or attachments if needed
Step 4. Open Recurring Invoice Settings. Here you can:
Choose how often the invoice will be sent (for example, every week, every month, or any schedule you like)
Pick a start date
Choose an end date, or leave it as “never” if you want it to continue indefinitely
Decide how many days in advance the invoice should be sent
Step 5. Add any terms and conditions. You can also set up late fees, include tips, and enable auto-pay if your client has a card on file
Step 6. Decide whether to save the invoice as a draft or schedule it to send
Once it’s saved, your recurring invoice will appear in your list of invoices. You can manage or edit it anytime.
How to Send Recurring Invoices Through Automations
If you want invoices to be sent automatically based on client actions, you’ll first need to create a recurring invoice template.
Step 1. Go to Payments > Invoices & Estimates > Templates and create a new template. Add the product or service, any terms, and details you want included in every invoice
Step 2. Go to Automations and create a new workflow
Step 3. Add a Trigger, like “Appointment Booked” or “Form Submitted”
Step 4. Click the plus (+) icon to add an action, then select Send Recurring Invoice
Step 5. Choose the template you created in Step 1
Step 6. Set your preferences:
Start date (immediately when they enter the workflow, or on a fixed date)
End date (never, or after a set period like 6 months)
Frequency (weekly, bi-weekly, monthly, etc.)
How many days in advance to send
Auto-pay settings
Delivery method (email, text, or both)
Step 7. Save the action. Now every time the trigger happens, the recurring invoice will be sent automatically