Recurring billing software

Recurring billing software that runs your repeat revenue on autopilot.

Set each customer's plan once and ClientRoot generates the visits, builds the invoices, collects by card, and flips them to paid — so recurring revenue stops being recurring admin.

Why ClientRoot

Made for recurring billing from day one

Set the plan once, bill it forever
Each customer carries their own recurring schedule and rate. Visits and invoices materialize months ahead at whatever interval you run — weekly, monthly, or custom.
Base rate plus clean add-ons
Charge a flat recurring rate and itemize anything extra in a given period, so the customer always sees what changed without a surprise total.
Collect without chasing
Every invoice carries a pay-by-link and flips to paid automatically when the card clears — no manual reconciliation, no stamp-and-check delay.
Smooth, predictable cash flow
Recurring invoices go out on their own schedule, so revenue lands predictably and you can see what's billed, paid, and outstanding at a glance.

Workflows recurring billing businesses use every day

  • Per-customer recurring schedules at any interval
  • Auto-generated invoices on a fixed cadence
  • Flat base rate with itemized add-ons
  • Pay-by-link on every invoice with auto paid status
  • Deposit collection on larger quotes
  • Outstanding-invoice and revenue reporting in real time
  • Quote → recurring billing conversion

Common questions from recurring billing owners

Can I set different billing intervals per customer?
Yes. Each customer has their own recurring schedule and rate — weekly, bi-weekly, monthly, or a custom interval — and invoices generate to match.
Do invoices send and reconcile themselves?
Recurring invoices generate on their cadence, each carries a pay-by-link, and the status flips to paid automatically when the customer pays by card.
Can I add one-off charges to a recurring customer?
Yes. Add line items for extra work in any period on top of the flat recurring rate, so the customer sees exactly what drove a heavier invoice.
Can I see what's outstanding?
Yes. Real-time reporting shows revenue, paid, and outstanding invoices so you always know who owes what.

Turn recurring revenue into recurring billing — automatically.

Start free and set up your first recurring plan in under 10 minutes.

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