Send recurring invoices

Recurring invoices automate regular billing by charging clients on a schedule. You can send them manually to one client, include them in a new proposal, or create them from a signed proposal.

Send a recurring invoice to one client

Note

Recurring invoices can be sent by the firm owner, admins, and team members assigned to the account with the Manage invoices access right .

To send a recurring invoice to a client:

1. Open the send dialog using any of these ways:

   • Click New at the top left and select Invoice.
   • Open the client account, switch to the Invoices tab, and click New invoice. The account is pre-filled automatically.

   

2. Set the Invoice type to Recurring, then either enter a Name for it (choose a client-facing name for invoices with payment authorization) or select a template.

3. Select how often the invoices should be sent (set to Monthly by default) and how many times they should recur.

4. Select a payment method: this is how you want your invoices to be paid (either by credit card, bank debit, or both).

5. Fill out and check invoice details .

6. Click Create to send the invoice.

The client receives an email notification that a recurring invoice has been sent. Once a recurring invoice with payment authorization is accepted, a notification is sent to your email and Inbox+ .

Save as draft

To save recurring invoice without sending, click Save as draft instead of Create.

Drafts are saved to the Inactive tab of the Invoices > Recurring invoices page with the status Draft.

To view draft invoices for a specific client, go to Clients, select the account, then open the Recurring invoices subtab of the Invoices tab. The Invoices tab is available to the firm owner, admin, or any team member with the Manage invoices access right .

You can still review and edit a draft, but it’s not visible to the client until you click Create.

Note

The balance column for draft invoices displays $0.00 until you create and send the recurring invoice. Balance is the sum of unpaid invoices in the recurrence.

The other ways to send recurring invoices

Explore more ways to send recurring invoices:

• Include in a new proposal
• Create from a signed proposal

Client view

When you send a recurring invoice, clients can access it from:

• Client portal or mobile app—under the Waiting for action section or via the link on the Billing page.
• Email notification—via the link in the email.

The client reviews the details, adds payment information, and signs. When the client accepts the recurring invoice or pays an invoice, you receive a notification .

To see the sent recurring invoice from the client’s perspective, use the read-only view .

Automatic payment

When automatic payment is selected, the client authorizes the payment once and all subsequent payments happen automatically:

1. The client receives an email and sees a pending notification at the top of the Billing page.

   

2. The client with signatory authority reviews the terms, submits payment details, and signs and accepts the recurring invoice.

   

Once this is done, the card or bank account is charged automatically according to the schedule outlined in the recurring invoice.

Note

If the client entered their bank account details manually, automatic payments aren’t charged until the bank account is verified with microdeposits .

Keep the following in mind:

• Late signing: If a client signs after the first invoice date, all missed invoices are generated and charged automatically. For example, if the recurring invoice starts on September 25 but the client signs on October 26, they’re charged for missed invoices from both September and October. If the client’s selected payment method has insufficient funds, TaxDome makes multiple attempts to charge. The client can always pay the invoices manually.

• Payment retries: If an automatic payment fails due to insufficient balance or other processing errors, TaxDome retries the payment up to four more times—4 hours after the first unsuccessful attempt, then 24, 48, and 72 hours after the last attempt. If all four retries fail, the client needs to update their payment details , or you can apply credit to the invoice . Once done, future payments are charged automatically.

  

• Bank debit processing: For bank debit payments, the standard processing time is up to 30 days. If the payment fails during this time, it’s retried once the status changes from Processing payment to Failed.

Manual payment

When manual payment is selected, the client doesn’t see the invoice as recurring:

1. Each time an invoice is issued, the client receives a notification.

   

2. The client pays the invoice manually as they would a regular invoice.

   

3. A new invoice is issued according to the schedule, and the client pays it manually again. This repeats until all invoices in the schedule have been sent.

Who can sign

When you send a recurring invoice, all contacts linked to the account with signatory authority enabled can sign from their client portal.

Only one contact needs to accept the recurring invoice to make it active. Make sure signatory authority is disabled for contacts that aren’t allowed to sign (e.g., children).

Share

Link copied