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Bill a customer on a schedule

Create a recurring schedule for work you bill every week or month.

Updated 10-22-2026
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  • Help home
  • Getting started3
  • Customers2
  • Estimates3
  • Invoices4
    • Create and send an invoice
    • Remind a customer about an unpaid invoice
    • Bill a customer on a schedule
    • Void an invoice
  • Payments & Stripe3
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team4
Browse topics
  • Help home
  • Getting started3
  • Customers2
  • Estimates3
  • Invoices4
    • Create and send an invoice
    • Remind a customer about an unpaid invoice
    • Bill a customer on a schedule
    • Void an invoice
  • Payments & Stripe3
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team4

Make an invoice recurringOn the web

  1. Start a new invoice with the customer and items you bill each time.
  2. Click Make recurring.
  3. Pick how often it repeats and when it starts.
  4. Choose Send automatically if each invoice should go out on its own. Otherwise PlanBill makes a draft for you to check.
  5. Click Create schedule or Create draft schedule.

All your schedules are listed under Recurring invoices.

Open Invoices in PlanBill

Related guides

  • Create and send an invoice
  • Set up card payments with Stripe

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