Recurring service invoice
For businesses that bill the same customer every period: IT support, lawn care, maintenance plans, bookkeeping retainers and subscriptions. Besides current charges it shows an account summary, so customers who missed a payment see the previous balance and payments received on one page.
- Fields
- 73
- Pages
- 2
- Paper
- Letter
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Reviewed
Before you start
What you need to fill it in
- The customer's account number and the service address
- The service period this invoice covers
- Each recurring service with its plan, quantity and rate
- One-time or usage charges for the period, if any
- The previous balance and payments received since the last invoice
- Whether the customer pays by autopay
What's inside
73 fields, ready to fill
- 53Typed answersnames, addresses, descriptions
- 5Dateschecked as real dates
- 13Calculatedfill themselves from other fields
- 2Choicescheckboxes, options, dropdowns
5 required — the editor counts down how many are left while you fill.
Instructions
How to fill out the Recurring service invoice
- 1
Set the account and period
Enter the account number, billing frequency and service period. Use the same account number every period.
- 2
List current charges
Add each recurring service with quantity and rate, then any one-time charges such as an extra visit.
- 3
Bring the account forward
Enter the previous balance from the last invoice and payments received since then. Total due includes any unpaid amount.
- 4
Note autopay and the next bill
Tick autopay if the customer's card or bank account will be charged, and enter the next billing date.
Fill it online
What filling it looks like
- Edit & fill, Invite to sign and Create form are three modes of the same editor
- Amounts are formula fields: they calculate as you type
- The field navigator counts what's left and jumps to the next field
Shown with our invoice template. Sample content; names are fictional.
Written for: General (US)
This is a general-purpose template. Check that its terms and fields match your situation and any rules that apply where you use it before you rely on it.
Written by PDFBetter and last reviewed October 15, 2026. Spotted a problem? Tell us.
Recurring service invoice: questions people ask
Why include the previous balance?
It turns the invoice into a short statement, so a customer who missed a payment sees the full amount owed instead of only this period's charges.
Can I send the same invoice every month?
Save it as your own template, then update the period, invoice number and account summary each time. Fill PDF from Excel can generate a batch for many customers.
Should I bill in advance or in arrears?
Either works if it matches your agreement. State the service period clearly so the customer knows which dates are covered.
Does autopay mean I don't need to send an invoice?
Many customers still want an invoice for their records and taxes. Mark autopay so they know not to pay twice.
Ready when you are
Fill the Recurring service invoice now — no account to start.