Recurring Invoicing
Recurring invoicing lets you automatically generate and send invoices on a set schedule (such as monthly retainers or ongoing services). You can also automatically charge your client’s saved payment method.
How Recurring Invoices Work
When an invoice is marked as recurring, Bloom will:
Duplicate the invoice on a recurring schedule (daily, weekly, or monthly)
Automatically send the new invoice to your client
Optionally auto-charge the invoice (digital payments only)
Recurring invoices are best for repeatable charges with the same amount and structure each cycle, such as retainers or subscriptions.
How to Create a Recurring Invoice
Create an invoice
Click Options
Toggle Make Recurring
Choose how often the invoice repeats (for example, every 1 month)
Set when the recurrence ends
Each generated invoice will appear as its own invoice, with its own due date and payment status.
Important: Recurring invoices are generated based on the invoice's issue date, not its due date. By default, Bloom uses the date the invoice is created as the issue date.
To change when your invoice recurs, scroll to the top of the invoice editor, click Options → Edit Issue Date, and select your preferred date. Future invoices will be generated according to this date.
Auto-Charging Recurring Invoices
You can enable Auto-charge every transaction on the issue date directly on a recurring invoice.
When enabled:
Bloom automatically charges the client's saved payment method.
Charges occur on the invoice's issue date, when each recurring invoice is generated.
Auto-charge is only available for supported digital payment methods (e.g., Stripe).
Your client will be notified when a payment is processed.
Email Notifications for Recurring Invoices:
Enable Email recipient every time a new invoice is generated to automatically send your client an email whenever a new invoice is created in the recurring sequence.
This option can be enabled independently of auto-charge.
Recurring Invoices vs Deposits & Payment Plans
While both can be used to collect payments automatically, they solve different problems:
Use Recurring Invoices when:
The amount stays the same each cycle
You want one invoice per period (monthly, weekly, etc.)
You want simple auto-charging on the due date
Use Deposits & Payment Plans when:
You need to split a single invoice into multiple payments
Payment timing is tied to offsets or project dates
You want staged payments instead of repeating invoices
Notes: Deposits and payment plans cannot be used on recurring invoices.
Recurring invoices are generated based on the original invoice's issue date, not the due date. For example, if an invoice is issued on the 1st and set to recur monthly, the next invoice will be generated on the 1st of the following month, then the 1st of each month after that. If you schedule an invoice in advance, keep this in mind, as the issue date determines when each recurring invoice is created.
If Auto Charge is enabled, the client's saved payment method will be charged as soon as each recurring invoice is generated.