See how FieldPulse recurring billing ties one customer to one invoice schedule, and find the guides for setting it up and using it with maintenance agreements. Who uses this: Users with Recurring Billing permissions. Availability: All regions.
Overview
A recurring billing record ties one customer to one invoice schedule. You set how often invoices generate, which day of the month they land on, when they start, whether they send to the customer automatically, and how payment is handled. Recurring billing uses a Standard (“Pay-As-You-Go”) model: the system creates one invoice at a time, right on the day it is due. That is the same whether the recurring billing is standalone, linked to a maintenance agreement, or created from a maintenance agreement.How it works
- Schedule: Choose the frequency, the day of the month, and the start date.
- Generate: The system creates each invoice on the day it is due. Monthly billing starting Jan 1, 2026 generates Invoice #1 on Jan 1, Invoice #2 on Feb 1, and Invoice #3 on Mar 1.
- Send and collect: Turn on auto-send to email each invoice as it generates, with a payment link or a card on file charged.
- Maintenance agreements: When linked to an agreement, the agreement’s end date controls when billing stops.