How does a recurring invoice schedule work?
Pick the customer, build the line items once (monthly HVAC maintenance, pool route visit, lawn cut), choose a schedule (weekly, monthly, quarterly, annual), and pick the start date. From that point Workhand auto-generates the invoice on each scheduled date and emails it to the customer with a payment link. You do not have to remember to send anything. The dashboard shows how many invoices are due to fire this week so the office can see what is queued.
Can I skip a month for a snowbird or seasonal account?
Yes. Each recurring schedule has a pause toggle that stops invoice generation without losing the schedule itself. Flip the switch in November when the snowbird heads back north, flip it again in May when they return. Their plan stays intact, the billing just pauses. You can also skip a single cycle without pausing the whole schedule if you want to comp a one-time visit.
Can different customers have different recurring schedules?
Yes. Each recurring template is per customer and per scope. The Smith pool route bills $180 weekly with chemicals included. The Garcia pool service bills $240 monthly with no chemicals. The Johnson HVAC plan bills $89 quarterly with one tune-up included. Each schedule is independent, with its own line items, frequency, and start date. Pricing is whatever you set per customer, not a one-size template.
Do customers pay the recurring invoice with a card?
Yes. Every recurring invoice ships with a Stripe Connect payment link that supports cards and ACH bank transfer at 2.9 percent plus 30 cents per transaction. Workhand does not mark up the Stripe fee. ACH is the cheapest option for the customer on a $200-plus invoice. The link is in the email body so the customer pays from their phone in about 20 seconds.
Does Workhand sync recurring invoices to QuickBooks Online?
Yes. When QuickBooks Online sync is connected, every auto-generated recurring invoice flows to QBO with the customer, line items, and payment status attached. Your accountant sees the same invoices in QBO that the customer sees from Workhand, so the books stay clean without manual reconciliation at month end.
What is the Run Due Now button on the recurring screen?
Run Due Now flushes any recurring invoices whose schedule date has passed but have not generated yet. Normally Workhand fires them automatically on the schedule day, but if you set up a new template halfway through a month or want to backfill a few cycles, Run Due Now catches everything in one tap. Used mostly when migrating from a paper system to set up the first month of bills.
Can I see which customers have a recurring plan active?
Yes. The Recurring Invoices screen lists every template with the customer, line items, next billing date, frequency, and status (active or paused). The dashboard has a Due This Week counter that tells you how many recurring bills are scheduled to fire in the next seven days, so you can spot a missed schedule before the customer does.
Does recurring invoicing cost extra on Workhand?
Recurring invoices are on Pro at 34.99 per month and Team at 89.99 per month. Free plan focuses on running a single active job and does not include recurring. For an HVAC contractor with 30 maintenance plans or a pool route tech with 60 weekly accounts, the math on Pro pays itself back the first time you do not have to spend a Saturday morning hand-sending invoices.
