Recurring Invoicing: Save Time and Secure Your Revenue
If you regularly invoice the same clients (subscriptions, maintenance, rent), recurring invoicing will save you precious time.
What is Recurring Invoicing?
Definition: invoices generated automatically at regular intervals (monthly, quarterly, annual) for identical or similar services.
Use case examples:
- SaaS subscriptions
- IT maintenance contracts
- Monthly consulting fees
- Commercial rent
- Fitness/coworking subscriptions
- Recurring coaching services
Advantages of Automatic Invoicing
Time Savings
- 0 minutes of monthly invoicing
- No forgotten invoices
- Fully automated process
Predictable Cash Flow
- Visible recurring revenue
- Better financial planning
- Facilitates bank credit access
Improved Customer Experience
- No manual reminders
- Regularity and punctuality
- Pricing transparency
How to Set Up Recurring Invoicing with ToBill
Step 1: Create Invoice Template
- Concerned client
- Recurring service/product
- Price and VAT
- Payment terms
Step 2: Configure Recurrence
- Frequency: monthly, quarterly, annual
- Start date
- End date (or unlimited)
- Automatic indexation (optional)
Step 3: Activate Automation
- ToBill generates and sends invoice on defined date
- QR-invoice attached
- Personalized email to client
- Automatic reminders if unpaid
Managing Variations
Price Adjustments
- One-time manual modification
- Annual automatic indexation (CPI)
- Subscription tier change
Temporary Interruption
- Subscription pause (client vacation)
- Automatic resumption on defined date
Cancellation
- Stop recurrence on desired date
- Automatic pro-rata invoice
Tracking Your Subscriptions
Dedicated Dashboard:
- List of all active subscriptions
- MRR (Monthly Recurring Revenue)
- Churn rate
- Upcoming renewals
Key Indicators:
- Number of active subscriptions
- Average revenue per client (ARPU)
- Renewal rate
- Annual revenue forecast
Managing Late Payments
Automatic reminders:
- D+5: friendly reminder
- D+15: first formal reminder
- D+30: final notice
- Automatic suspension (optional)
Payment tracking: real-time status of each subscription.
Specific Cases
Seasonal subscriptions
- Winter/summer activation
- Automatic suspension
Volume-based pricing
- Automatic adjustment based on usage
- Monthly or quarterly billing
Trial period
- Free trial then automatic billing
- Email notification before first charge
Optimization Tips
✅ Offer annual discount: encourage long commitment
✅ Automate renewal reminders: 30 days before end
✅ Simplify cancellation: retain loyalty through service quality
✅ Track KPIs: MRR, churn, LTV (Lifetime Value)
ToBill allows you to focus on your service, not invoicing.