Recurring Billing & Subscriptions

ServiceHub recurring billing is built for repeat services like monthly cleaning, seasonal HVAC maintenance, lawn programs, and retainers.

• Included on all ServiceHub plans
• Supports Stripe and Square payment processing
• Tracks lifecycle in-app: active, paused, past due, canceled, renewal pending
• Creates recurring invoices and logs activity history

Use this flow to launch recurring billing safely and consistently.

1. 1
   Connect payments

   Open Billing settings and connect Stripe or Square.

2. 2
   Create a recurring quote

   In Quotes, choose recurring billing, set frequency and cycle amount.

3. 3
   Include terms and consent

   Ensure your recurring billing terms are visible and accepted at approval.

4. 4
   Collect card at approval

   Customer approves quote and adds payment method through secure checkout.

5. 5
   Activate subscription

   Subscription starts and future invoices are generated automatically each cycle.

Subscriptions move through clear statuses so your team always knows what to do next.

Use these controls from subscription details and billing screens.

• •
  Update payment method

  Use Billing to open the processor portal and update the saved card.

• •
  Pause subscription

  Pause future billing when service is temporarily on hold.

• •
  Resume subscription

  Resume paused subscriptions when service restarts.

• •
  Cancel subscription

  Cancel recurring billing when service ends. Confirm policy with the customer before canceling.

Monitor recurring billing health from both reports and subscription views.

• Reports include paid subscription invoice revenue in revenue totals
• Use subscription lists to monitor active, paused, and past-due counts
• Review cycle invoices to validate collection and delivery consistency
• Track renewal-pending subscriptions early to avoid preventable churn

Every recurring billing workflow should be traceable.

• •Subscription events are recorded in timeline/history for account context
• •Invoice and payment status changes are preserved for operations and support
• •Use the activity trail to resolve disputes, failed payments, and ownership questions