Recurring Schedules

For businesses operating on subscription or retainer models, the Recurring module allows you to automate the generation of invoices on specific cadences.

Creating a Schedule

Under the Recurring tab, you can set up automated invoice templates.

When creating a schedule, you define:

• The Client: Who the recurring invoices belong to.
• The Site: Determining the branding and tax logic.
• Frequency: (e.g., Monthly, Annually, or custom intervals).
• Line Items: The recurring charges.
• Start and End Dates: To cap the subscription duration.

Automated Execution

Behind the scenes, the gateway runs an hourly worker job.

If a schedule is due, the worker automatically:

1. Generates a new draft invoice using the template data.
2. Evaluates the current tax rules (in case the government rates changed since the last billing cycle).
3. Issues the invoice.
4. Emails the payment link to the client for fulfillment, or attempts an automatic capture if a reusable Payment Mandate (e.g., GoCardless Direct Debit or saved Stripe Card) exists for that Client.

Recurring-generated invoices also use the active invoice document template from the organization or site invoicing settings, so subscription invoices can share the same custom branding and PDF layout as manually created invoices.

Customer-Facing View

Recurring schedules also power the buyer-facing customer portal. The same underlying schedule can be:

• managed by operators in the Admin API and Admin Panel,
• displayed to buyers in the customer portal for upcoming charge visibility,
• cancelled by buyers for future cycles through the customer portal where that portal surface is enabled.

This separation keeps the billing engine generic: the recurring schedule model is shared, while the UI and permissions differ between admin operations and customer self-service.