Recurring Invoices and Subscriptions

Automate Repeated Billing

If you bill clients the same amount on a regular schedule — monthly retainers, annual contracts, weekly services — use Recurring Invoices to automate the process completely.

Setting Up a Recurring Invoice

1. Go to Invoices → Recurring.
2. Click + New Recurring Invoice.
3. Fill in the invoice as usual (client, line items, taxes).
4. Under Recurrence Settings, choose:
   • Frequency: Weekly, Monthly, Quarterly, Annually, or Custom
   • Start date: When the first invoice should be sent
   • End: Never, After N occurrences, or On a specific date
5. Toggle Auto-send to automatically email the invoice, or leave it off to review before sending.
6. Click Save Recurring Schedule.

Managing Active Schedules

View all active recurring invoices under Invoices → Recurring. You can:

• Pause a schedule (e.g., during a project gap)
• Edit the amount or schedule going forward
• Cancel a schedule without affecting past invoices
• View history of all invoices generated by a schedule

Stripe Billing Integration

For subscription businesses, connect Stripe to let Acculyt AI:

• Automatically charge the client's saved card on each billing date
• Retry failed payments up to 3 times
• Send dunning emails if the card declines

This removes the need for your clients to manually pay each invoice.

Multi-Currency Recurring Invoices

If you bill international clients in their local currency, Acculyt AI will:

1. Use the exchange rate on the billing date.
2. Record the revenue in your home currency using that rate.
3. Track any foreign exchange gains or losses automatically.