Set Up Recurring Billing

Setting Up Recurring Billing

1. Navigate to Billing → Recurring Schedules and click New Schedule.
2. Select the customer and choose a billing interval (monthly, quarterly, annually).
3. Add the recurring line items and tax codes.
4. Set the start date and optional end date.
5. Click Activate — invoices generate automatically at each interval.

Where to go next

• Understand the whole module → How Billing & Invoicing Works
• Next in this module → Manage Subscriptions
• Apply Payments
• How to Read the MRR Dashboard
• See where this fits in the bigger picture → How a Lead Becomes Cash