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Who uses this: Admins see every recurring billing, and only Admins can open Company Settings to enable the feature. Team Managers have a configurable View Recurring Billing permission, Service Agents see recurring billings they created or that belong to customers they can view, and Limited Agents cannot view recurring billing. Availability: All regions.
Recurring billing generates invoices on a schedule you set and requests or collects payment automatically, through the FieldPulse mobile or web app. FieldPulse built the feature for companies that regularly perform maintenance work, such as landscaping and pool maintenance. A recurring billing can stand on its own, attach to a recurring job, or attach to a maintenance agreement.

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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 behavior is the same whether the recurring billing is standalone, linked to a maintenance agreement, or created from a maintenance agreement.
Example — monthly billing starting Jan 1, 2026:
  • Jan 1, 2026 — the system generates Invoice #1.
  • Feb 1, 2026 — the system generates Invoice #2.
  • Mar 1, 2026 — the system generates Invoice #3.
If auto-send is turned on, each invoice is also sent to the customer automatically as it generates.

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Video walkthrough

Video walkthrough: setting up and using recurring billing

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Before you begin

Recurring Billing is a feature you turn on before you can use it.
  1. Select Company Settings.
  2. Open Features & Plugins.
  3. Find the Recurring Billing tile and select Enable.
Company Settings and the Features & Plugins tab highlighted, with the Enable button outlined on the Recurring Billing tile

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Step-by-step setup

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Create a recurring billing

  1. Select Invoices in the left menu. The left-side menu with Invoices highlighted under Sales
  2. Select Recurring Billing at the top of the screen. The Invoices tab row with the Recurring Billing tab highlighted next to Invoices, Payments, Item List, Inventory, and Templates
  3. Select Create Recurring Billing. The green Create Recurring Billing button highlighted above the recurring billing list columns for Starting Month and Day Of Month
  4. Enter a Title and search for a Customer Name. Both fields are required. The Create Recurring Billing form with the required Title and Customer Name fields outlined above the Invoice Frequency panel
  5. Set the schedule in the Invoice Frequency panel — frequency, occurrence date, starting month, auto-send, and default invoice status. See the settings reference below for what each field controls. The Invoice Frequency panel with the Invoice Frequency, Occurrence Date, Starting Month, Automatically Send Invoice to Customer, Default Invoice Status, and Next Occurrence fields
  6. Under Payment Details, choose a Payment Option. The dropdown offers Include a Payment Link with each invoice sent to the customer, Automatically charge a credit card on file, and None. The Payment Option dropdown open under Payment Details, listing Include a Payment Link with each invoice sent to the customer, Automatically charge a credit card on file, and None
  7. Add any internal notes in the Recurring Billing Notes panel. The Notes field is internal only. The Recurring Billing Notes panel with the Notes field labeled Internal Only
  8. Toggle End Date? on if the recurring billing should stop on its own, then pick an End Method — After set Number of Occurrences or On a Certain Date — and fill in the matching Number Of Occurrences or date. The End Date toggle switched on, with the End Method dropdown showing After set Number of Occurrences and On a Certain Date alongside the Number Of Occurrences field
  9. Scroll to the top of the screen and select Save Recurring Billing.
The Save Recurring Billing button highlighted at the top of the Create Recurring Billing screen Once the number of billing occurrences you set is reached, the recurring billing’s status updates to Completed.
Records with a status of Completed cannot be edited.
Two end-date examples:

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Attach a recurring billing to a recurring job

  1. Go to Jobs and select Create Job.
    The left-side menu with Jobs highlighted under Work
    The Jobs list with the green Create Job button highlighted
  2. Select Create recurring job and complete the required fields. The Create Job screen with the Create recurring job link highlighted above the General fields for Customer Name and Job Title/Description
  3. Save the recurring job, then select Actions on the recurring job record and select Create Recurring Billing.
    The green Actions button highlighted on a recurring job record next to Edit
    The Actions menu open on a recurring job record with Create Recurring Billing highlighted under Related
  4. Complete the recurring billing fields as described in Create a recurring billing above.

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Attach a recurring billing to a maintenance agreement

  1. Select Agreements in the left menu. The left-side menu with Agreements highlighted under Work
  2. Select Create Agreement, or open an existing agreement. The green Create Agreement button highlighted on the agreements list
  3. Enter a title for the agreement and link a customer, then scroll down to Attach or Create Recurring Billing and toggle it on. The maintenance agreement form with the Attach or Create Recurring Billing toggle outlined between the month selector and the Billing Frequency panel
  4. Search the Recurring Billing field to attach an existing recurring billing, or select Create Recurring Billing to build a new one.
    The required Recurring Billing search field on the maintenance agreement, used to attach an existing recurring billing
    The Create Recurring Billing button on the maintenance agreement form
  5. Complete the recurring billing fields, then save both the recurring billing and the maintenance agreement.

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Settings reference

Set the schedule in the Invoice Frequency panel when you create a recurring billing. The End Date? toggle and its End Method and Number Of Occurrences fields sit in the same Invoice Frequency panel.

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Where to find your recurring billings

Recurring billings are listed in two places.
  • Open a Customer Record and select the Recurring Billing tab to see that customer’s recurring billings.
A customer record with the Recurring Billing tab open, listing recurring billings with their status, frequency, starting month, and day of month
  • Or go to Invoices > Recurring Billing for the full list, and use the Customers filter to locate one customer’s recurring billings without scrolling through the whole list or running a separate report. The same filter panel narrows the list by type — Active, Canceled, or Completed.
The Invoices Recurring Billing list with the filter panel open, showing Active, Canceled, and Completed type checkboxes and a Customers search field

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FAQs

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How does recurring billing work?

Recurring billing uses a Standard (“Pay-As-You-Go”) model, creating one invoice at a time on the day that invoice is due. The behavior is the same whether the recurring billing is standalone, linked to a maintenance agreement, or created from a maintenance agreement. If auto-send is turned on, each invoice is sent to the customer as it is generated.

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If a customer’s credit card declines, will the recurring billing continue?

Yes, the recurring billing continues. The invoice is not marked as paid. If you have notifications set up outside of FieldPulse, you should also receive an alert from the payment provider. Your setup is working when the schedule runs without you — invoices generate on the dates you set, payment is requested or collected the way you chose, and the recurring billing ends itself at the occurrence count or date you named.