Recurring Monthly Service Invoice

Many businesses provide ongoing services on a monthly retainer or subscription basis. Here's how to handle recurring invoices effectively.

Example: Marketing Retainer

Business: Digital Marketing Pro

Client: Local Restaurant Group

Service: Monthly social media management

Step 1: Set Up Your Invoice Template

Use consistent numbering:

Invoice Details:

Step 2: Enter Your Business Information

From:

Step 3: Enter Client Information

To:

Step 4: Add Line Items

| Description | Quantity | Unit Price | Total |

|-------------|----------|------------|-------|

| Social Media Management - January 2025 | 1 | £800.00 | £800.00 |

| Instagram content creation (12 posts) | 12 | £25.00 | £300.00 |

| Facebook advertising management | 1 | £150.00 | £150.00 |

Subtotal: £1,250.00

VAT (20%): £250.00

Total: £1,500.00

Step 5: Add Notes

"Thank you for your continued business. This invoice covers services provided in January 2025. Next invoice will be issued on February 1st, 2025."

Best Practices for Recurring Invoices

  1. Consistent Timing: Send on the same date each month
  2. Clear Descriptions: Include the service period (e.g., "January 2025")
  3. Reference Previous: Include previous invoice numbers if relevant
  4. Payment Terms: Keep consistent payment terms
  5. Automation: Consider automating recurring invoices

Try It Yourself

Ready to create your recurring invoice? Use our Invoice Generator to create professional monthly invoices.

Disclaimer: These are example figures for planning purposes only. Not financial or business advice.