How to Add Recurring Services

Recurring services let you bill customers on a repeating basis—like monthly retainers or annual subscriptions—without re-entering the service each cycle.

Step 1: Open the Services Section #

Go to Services from the main menu.

Step 2: Add a New Service #

1. Click Add Service (or the + button).
2. Enter the service name and description.
3. Set the price.

Step 3: Make It Recurring #

1. Turn on the Recurring option.
2. Choose the billing cycle (e.g. monthly, quarterly, yearly).
3. Set the start date.

Step 4: Save #

Click Save to add the recurring service to your list.

✅ Your recurring service is now ready to be linked to customers and deals, and will repeat automatically each cycle.

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Tips

• Use clear names like “SEO Retainer – Monthly” so the cycle is obvious.
• Match the billing cycle to how you actually invoice the customer.
• You can pause, edit, or remove a recurring service anytime from the Services list.

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