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:
- January: INV-2025-0101
- February: INV-2025-0102
- March: INV-2025-0103
Invoice Details:
- Invoice Number: INV-2025-0101
- Issue Date: 1st of each month
- Due Date: Net 15 (15th of each month)
- Currency: GBP
Step 2: Enter Your Business Information
From:
- Digital Marketing Pro
- 45 Market Street, Manchester M1 1WR
- [email protected]
Step 3: Enter Client Information
To:
- Local Restaurant Group Ltd
- 12 High Street, Manchester M2 3AB
- [email protected]
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
- Consistent Timing: Send on the same date each month
- Clear Descriptions: Include the service period (e.g., "January 2025")
- Reference Previous: Include previous invoice numbers if relevant
- Payment Terms: Keep consistent payment terms
- 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.