# Recurring Billing
**This page covers the process for setting up recurring billing in GoHighLevel (GHL) — ensuring all recurring invoices are created accurately, billed on the correct dates, and managed consistently according to client agreements.**
## 1. Scope
- Setting up recurring invoices
- Managing billing cycles
- Verifying recurring payments
- Preventing billing errors
## 2. Accessing Recurring Billing
📍 **Navigation:** **GHL** → **Payments** → **Invoices & Estimates** → **+ New Recurring Invoice**
## 3. Pre-Setup Validation
**REQUIRED BEFORE CREATING RECURRING INVOICE:**1. Open **Masterlist Tracker**
2. Search client name and email
3. Confirm in **GHL**: payment made, amount matches plan, billing status updated
## 4. Setting Up a Recurring Invoice
1. **Step 1: Add Customer**
- Click **Select Customer**
- Search by **email**
- Select correct client profile
2. **Step 2: Add Subject Line**
Copy client's name and add the **Plan** name.
📝 **Format:** [Client Name] + [Plan Name]
Example: *John Doe Essential Membership*
3. **Step 3: Product Details**
1. Click **Add Product**
2. Confirm **plan** and **pricing** (monthly amount only)
3. Add tax manually — click **Service Fee**
4. Click **Save**
4. **Step 4: Recurring Invoice Settings**
**How Often:** Set to monthly, every 1 month. Input the client's requested billing date.
5. **Step 5: Start Date (CRITICAL)**
| Scenario | When to Use | Example | Result |
| **Billing starts THIS month** | Select date **BEFORE** billing date | Billing March 25 → Start date March 24 | Bills on March 25 as intended |
| **Billing starts NEXT month** | Select date **AFTER** billing date | Billing March 25 → Start date March 26 | Bills on April 25 |
**Date Verification:** Double-check the date matches what's displayed at the end of the invoice. Adjust if there is a mismatch.
6. **Step 6: End Date**
| Setting | When to Use |
| **Never** | Standard ongoing monthly payments (default) |
| **After** | Client specified an end month, or when editing for referral discount |
## 5. Common Mistakes to Avoid
> **Watch out for these billing errors:**- ❌ Selecting the **exact billing date** as the start date instead of one day before or after
> - ❌ Forgetting to check **today's date** before setting the start date
> - ❌ Incorrect start date → Wrong billing cycle for client
> - ❌ Using upfront/setup amount instead of the **monthly amount**