Creating a subscription or a recurring invoice

QuoteMachine allows you to create subscriptions or automatically recurring invoices with customizable terms.

Ash avatar
Written by Ash
Updated over a week ago

Creating a subscription is now easier than ever in QuoteMachine.

If you’re someone who provides products or services on a regular basis, such as a wholesaler, a feed store, a warranty provider, subscriptions are the number one way to improve your workflow, and increase your sales.

If you have a customer who purchases or wishes to purchase set items or services on a weekly/bi-weekly/monthly basis, set them up on an automated subscription. Generate the invoice, email it out, and automatically capture payment(using a card or bank account saved on file) without having to lift a finger.

Plus, it’s a great way to improve customer loyalty!

Follow the guide below or watch the video on how to set it up.

Step by Step Guide

First, from the left panel, select 'Subscriptions'.

Now, select 'New Subscription'

Select a contact, and set the payment terms. Then click 'Create invoice'

Here, you'll want to pay attention to the 'Recurring details'. Set the interval, start date and even an end date.

An important step here is to activate the option to automatically charge the invoice to a card or bank account on file.

If no payment method is already saved on file, you will be prompted to enter one. 

Now, add the products or services you will be invoicing, and finally click 'Activate and create first invoice'.


Another method of creating a recurring invoice, is to start from an existing invoice. 

On the invoice, simply click 'Make recurring'

Now, as before, set the details of the recurring invoice. 

Finally, activate!

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