Recurring schedules that generate invoices on a cycle — subscriptions and retainers
It generates an invoice on each cycle, automatically.
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.
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.
Click Save as draft. The schedule is created but inactive — it shows as Draft in the list and bills nothing yet.
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 the card automatically, or send an invoice to pay.
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 Autopaysection on the schedule's detail page.
A schedule has a clear lifecycle you control.
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.