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Recurring schedules that generate invoices on a cycle — subscriptions and retainers
A recurring schedule bills a customer on a repeating cycle — a monthly subscription, a quarterly retainer, an annual renewal. The Recurring page lists every schedule with its cadence, collection method, next run date, cycle count, and status. Once a schedule is active, Laureo generates a new invoice on each cycle and notifies you that a recurring invoice was generated.
A new schedule starts as a Draft — you activate it to start billing.
Building a schedule does not start charging on its own. A new schedule is saved as a Draft first, so you can review it before any money moves. Activating it is the deliberate step that turns billing on.
Start a new schedule
On the Recurring page, click New schedule. Pick the customer, add the line items (usually a recurring-priced product), set the interval (monthly, quarterly, annually, and so on), and choose the collection method.
Save as draft
Click Save as draft. The schedule is created but inactive — it shows as Draft in the list and bills nothing yet.
Activate it
Open the draft and click Activate. This is the action that starts charging — the schedule becomes Active and the first invoice generates on the next cycle.
- Charge automatically — when Stripe Connect is connected and the customer has a saved payment method, each cycle's invoice is charged without anyone lifting a finger.
- Send invoice — each cycle generates an invoice that is sent for the customer to pay manually, exactly like a one-off invoice.
Charge a saved payment method automatically each cycle instead of only emailing the invoice.
A Send invoice schedule normally emails the customer a new invoice each cycle for them to pay. Autopay goes one step further: when the customer has a saved payment method on file, each cycle's invoice is charged to that method automatically, and the customer just receives a receipt. Turn it on from the Autopay section on the schedule's detail page.
- A saved method is required. The customer saves one when they pay an invoice online and tick Save this payment method for future invoices — that is what captures their authorization to be charged. Until a method is on file, the Autopay toggle stays off and explains why.
- Card or bank transfer both work. A saved card charges instantly; a saved bank transfer (ACH) settles a few days later and the invoice is marked paid when it clears.
- Declines fall back safely. If an automatic charge is declined, the cycle's invoice is emailed to the customer instead, and the schedule owner gets a notification to follow up. No cycle is ever skipped.
- Turning it on needs the Charge payments permission (the same permission that governs collecting card payments). It is available on Business plans and up.
From a schedule's detail page you control its lifecycle. A schedule is Draft until you Activate it; it is Active while it bills; Pause stops new invoices generating and Resume picks them back up; it goes Past due if a charge fails; and Cancel schedule ends it. A schedule also becomes Completed on its own once it reaches its final cycle. You are notified when a recurring charge fails and when a schedule is approaching its last cycle, so a renewal conversation never sneaks up on you.