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 when the invoice is due.
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 on the due date (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.
Auto-Charging Recurring Invoices
You can enable Auto-charge every transaction on the due date directly on a recurring invoice.
When enabled:
Bloom automatically charges the client’s saved payment method
Charges occur on the invoice due date
Auto-charge is only available for digital payment methods (e.g. Stripe)
Your client will be notified when a payment is processed.
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
Note: Deposits and payment plans cannot be used on recurring invoices.