Who This Is For / When to Use
Use this feature if you:
Sell subscriptions, retainers, or ongoing services
Need setup fees billed once and recurring charges billed automatically
Want invoices to trigger immediately after document completion
Use Documents & Contracts as part of your payment workflow
How Recurring Products Work in Documents
Recurring products can be added directly to a product list inside the Document Builder.
Setup fees appear as separate line items
One-time products are billed only on the first invoice
Recurring products continue billing based on the defined schedule
Invoice timing can be tied to document completion or a custom date
Each document independently controls its billing behavior.
How to Add Recurring Products to a Document
Step 1: Open Documents & Contracts
Navigate to Payments in the left menu
Click Documents & Contracts
Select New Document
Step 2: Add a Product List
Insert a Product List element into the document
This enables product-based billing for the document
Step 3: Add Products
Add recurring products, one-time products, or both
Products are pulled from your existing product catalog
Step 4: Configure the Recurring Schedule
If at least one recurring product is included:
Open Product List Properties
Configure the recurring schedule
Choose the invoice start date:
Document completed date, or
Custom date
Recurring schedules apply only to recurring products.
Step 5: Review Setup Fees
If a product includes a setup fee:
It appears as a separate line item
It is billed only on the first invoice
No additional configuration is required.
Step 6: Complete the Document
Once the document is completed:
If at least one recurring product exists:
A recurring invoice schedule is created
If only one-time products exist:
A single one-time invoice is sent
Billing Behavior Rules
This section applies to all documents using product lists.
One-time products:
Charged once, on the first invoice only
Recurring products:
Continue billing based on the defined schedule
Setup fees:
Charged once, as a separate line item
Payment status:
Completed payments cannot be reversed
Requirements Before Using Recurring Products
Recurring billing requires:
An active payment integration connected to your account
Recurring products configured in the product catalog
Without a payment integration, recurring schedules cannot be created.
Common Issues and Fixes
Recurring invoice not created
Confirm at least one recurring product is included
Verify a payment integration is connected
Check that a recurring schedule is configured
Setup fee charged more than once
Setup fees are only billed once by default
Verify the product is not duplicated in the list
Invoice sent immediately instead of later
Confirm whether the invoice date is set to:
Document completion date, or
A custom future date
Best Practices
Clearly explain recurring charges in your document text
Use custom invoice dates to align with billing cycles
Combine setup fees with recurring products for clean billing
Automate reminders for upcoming recurring payments
FAQ
How do I add recurring products to a document?
Go to Payments → Documents & Contracts, create a new document, add a product list, and include recurring products. Configure the recurring schedule from the product list properties.
Do recurring products appear on the first invoice?
Yes. Recurring products appear on the first invoice along with any setup fees. Future invoices include only the recurring charges.
How are setup fees handled?
Setup fees appear as separate line items and are billed only on the first invoice.
Can I control when recurring invoices start?
Yes. You can set the invoice start date to either the document’s completion date or a custom date.
What happens if a document only has one-time products?
Only a single one-time invoice is created when the document is completed.
Can completed payments be reversed?
No. Once a payment is marked as completed, it cannot be reverted.
Suggested SOP Adaptation (Optional)
If your team frequently sells recurring services:
Standardize document templates with predefined recurring schedules
Include billing explanations in the document body
Use workflows to automate reminders and follow-ups after document completion