Recurring Invoice Runs for Monthly Client Billing
Source: https://www.getinvoiceagent.com/features/recurring-invoice-runs
Reviewed: 2026-09-07 | Owner: InvoiceAgent editorial team

Illustrative example; adapt to your agreement. Not a record of a real client invoice.

Worked example: a $1,200 support retainer on the 31st

1. Define the commercial agreement
Example: a $1,200 monthly support package, billed at month end with 14 calendar days between the invoice date and due date. Record the included scope and use a separate line or invoice for approved extra work. This example assumes no tax or currency conversion and the keep-weekend-date option.

2. Check September's shorter month
A configured 31st-day rule produces September 30, 2026 because September has only 30 days. For this example, the invoice date and send date are September 30 and the due date is October 14. Review the client contact, service period, amount, and payment instructions before that invoice sends.

3. Review the next monthly invoice
After the September send, the next configured date is October 31. With keep-weekend-date selected, it remains Saturday October 31 and the carried 14-day interval puts the due date on November 14. The rule returns to the 31st rather than drifting permanently to the 30th. Review the copied service label and check for any changed scope before this run.

YOUR BILLING REVIEW
Client: ____________________  Invoice/reference: ____________________
Reviewer: __________________  Review date: _________________________
Send date/time: ____________  Due date: ____________________________
Amount/currency: ___________  Next action/owner: ____________________

[ ] Monthly scope and amount agreed
[ ] Configured day, send hour, timezone offset, and weekend policy checked
[ ] Invoice-date-to-due-date interval confirmed
[ ] One-off fees or discounts removed from future repeats
[ ] Next queued invoice checked after current send
[ ] Service-period description, contact, and purchase order updated
[ ] Tracked-time date range checked for overlaps or gaps
[ ] Cancellations handled on the queued invoice, separately from reminders
[ ] Payment confirmed and recorded

EXCEPTIONS AND LIMITS

A copied line is not a new approval
Do not let a one-off setup fee or a temporary discount repeat accidentally. Inspect the next invoice's lines, notes, recipient, and purchase-order reference. Put unapproved extra work through your normal approval process before billing it.

Stopping reminders does not stop recurrence
Pausing follow-up changes payment reminders for that invoice. To stop future billing, address the queued recurring invoice itself: edit its recurrence setting if one final send is needed, or delete the queued invoice when no further send should occur. Confirm the queue afterwards.

Relative time windows need month-end review
If a recurring invoice syncs tracked hours, its import window uses day offsets relative to the scheduled send. Months have different lengths, so that window is not automatically the previous calendar month. Check the actual range to avoid overlapping or omitting work.

RELATED RESOURCES
Explore monthly dates in the recurring invoice planner: https://www.getinvoiceagent.com/tools/recurring-invoice-date-planner
Check scheduled delivery and weekend options: https://www.getinvoiceagent.com/features/scheduled-invoice-delivery
Review billing across your monthly clients: https://www.getinvoiceagent.com/monthly-client-billing
Plan follow-up after the payment deadline: https://www.getinvoiceagent.com/invoicing/automated-payment-reminders