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Services
Set recurring invoices to bill customers on schedule
Create recurring invoices for repeat work, memberships, retainers, and service plans to simplify billing and reduce manual invoice creation.
How recurring invoices help your service business
Set up repeat billing once
Choose the billing schedule, items, and customer details, then automatically send invoices according to your settings.
Collect payments automatically
Set up recurring payments using eligible saved payment methods with customer authorization.¹
Keep billing flexible
Edit, pause, or end a recurring invoice series as customer needs, project scope, or pricing changes.
Track every invoice
See paid, unpaid, and overdue invoices from your Square Dashboard so cash flow is easier to follow.
Set billing on repeat
Create recurring invoice series from Square Dashboard or the Square Point of Sale app, then choose a daily, weekly, monthly, or yearly schedule.
Add customers, line items, taxes, discounts, service details, and notes from your existing item library.
Send invoices by email or text, or share a payment link when a customer needs a direct way to pay.
Use recurring invoices through invoices for retainers, memberships, maintenance plans, lessons, and other repeat services.
Automate payment collection
Let customers save a card on file or bank account on file and authorize ongoing charges for a recurring series.
Charge saved cards and card-on-file payments when invoices are due.
Offer bank payments with ²ACH payments when customers prefer to pay directly from a bank account.
Keep control of each series with clear invoice IDs, customer records, and payment status in Square Dashboard.
Handle changes clearly
Edit an active recurring series when a service plan changes, a customer adds work, or pricing needs to be updated.
End a series when the customer cancels, a contract wraps, or the billing period is complete.
Let customers update or remove a saved card or bank account on file so their payment method stays current.
If a recurring payment is declined, review the unpaid invoice in Square Dashboard and follow up with your customer to arrange payment.
Protect access and records
Give account owners and team members the right invoices permissions to view, create, edit, or delete invoices and estimates.
Use your customer directory to keep contact details, saved payment methods, and billing history connected to each customer profile.
Track invoice activity, payment status, and revenue in Square analytics.
Keep customer payment data handled through Square's secure payment systems instead of storing sensitive card or bank details yourself.
More than recurring invoices—one platform to run your business
Square connects billing, payments, customer records, scheduling, and reporting. The tools work together, so repeat billing fits into the rest of your day.
Estimates: Create estimates for new work, then move approved jobs into invoices when it's time to bill.
Project management: Track job details, invoice status, and customer communication across multi-step service work.
Payments: Accept card, wallet, bank, and online payments so customers can pay the way that works for them.
Customer directory: Keep customer profiles, contact details, payment history, and saved payment methods in one place.
Appointments: Book services, manage calendars, and connect scheduled work with payments and invoices.
Banking: Square connects recurring invoices with payments, customer records, scheduling, and reporting, helping you manage repeat billing alongside your everyday business operations.
Built for businesses like yours
"Our customers can book with us 365 days in advance. If they want to add on Epsom salts we can put that on their invoice. If they come here six months later and don't want Epsom salts, we can easily take that off. If we see they're a frequent floater, we can offer a 10% discount,"
Adam Karpenske, Founder and Inventor
Hot Tub Boats
Get one plan to run your entire business
Top services features
Invoices and recurring invoices
Estimates and contracts
Projects
Details
Top services features
Invoices and recurring invoices
Estimates and contracts
Projects
Top services features
Payment schedule
Custom invoice templates
$10 cap for ACH transfers
$10 fee cap for ACH bank transfers
Details
Top services features
Payment schedule
Custom invoice templates
$10 cap for ACH transfers
$10 fee cap for ACH bank transfers
Square Pro
Get custom pricing
If you process over $250,000 per year, talk to our team to see if you’re eligible for custom pricing and processing fees. You can also ask about hardware discounts, onboarding and implementation support, technical specialists, and account management.
Guides to strengthen your billing workflow
FAQ
What is a recurring invoice?
A recurring invoice is an invoice that sends on a set schedule for repeat goods or services. With Square, you create the series once, choose the billing cadence, add the customer and line items, and Square sends future invoices automatically. It's useful for retainers, memberships, maintenance plans, and ongoing service work.
How do recurring invoices work?
Recurring invoices work by using a saved schedule and invoice template for repeat billing. You choose the customer, items, start date, frequency, and payment settings, then manage the series from Square Dashboard or the Square Point of Sale app. If automatic payment is enabled, the customer must give one-time consent before their saved payment method can be charged.
Can customers pay recurring invoices automatically?
Yes. Customers can authorize eligible saved payment methods for automatic recurring invoice payments. Payment method availability and applicable authorization requirements may vary.¹
Can customers use bank payments?
Yes, customers can save a bank account for a recurring invoice series when bank payments are enabled. Customers connect their bank account securely, including through Plaid where available, and can then use that saved bank account for future invoices. You can also learn more about ²ACH payments.
What happens if a recurring payment is declined?
If a recurring payment is declined, the invoice is marked unpaid. Square does not automatically retry declined recurring invoice payments, so you'll need to follow up with the customer or ask them to update their payment method. Customers can update or remove a saved card or bank account on file.
Can I edit or cancel a recurring invoice?
Yes, you can edit or end a recurring invoice series. This lets you update service details, pricing, line items, customer information, or the billing schedule as the work changes. You can manage active series from Square Dashboard.
Can team members create recurring invoices?
Yes, team members can create and manage recurring invoices if they have the right invoices permissions. Account owners can set permissions for viewing, editing, creating, and deleting invoices and estimates in Square Dashboard. This helps you control access while letting trusted team members manage billing work.
Do recurring invoices work on mobile?
Yes, you can create and manage recurring invoices from Square Dashboard or the Square Point of Sale app. That means service sellers can send invoices from the office, in the field, or between appointments. Mobile access is especially useful for contractors, cleaners, pet service providers, and other businesses that work across locations.
Is recurring invoice software secure?
Yes. Square recurring invoices use Square's payment processing systems to handle customer payments. You can also manage team permissions to help control access to invoicing tools.
Start billing repeat customers on a schedule
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¹ Automatic recurring payments require customer authorization and an eligible saved payment method. Availability and additional terms may apply.
² ACH payment availability is subject to eligibility and applicable terms. Processing fees may apply.
Eligibility required. Contact sales. Availability of features, payment methods, and transfer timing may vary by eligibility, account status, and location.