--- title: Setting Up Recurring or Fixed Invoicing description: Setting Up Recurring or Fixed Invoicing --- [Skip to content](https://university.guardhousehq.com/setting-up-recurring-or-fixed-invoicing#main-content) English Show submenu for translations [![Text\_gradient gold-1-2](https://university.guardhousehq.com/hs-fs/hubfs/Text_gradient%20gold-1-2.png?width=225&height=30&name=Text_gradient%20gold-1-2.png)](https://university.guardhousehq.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact Support](mailto:support@guardhousehq.com) [Contact Support](mailto:support@guardhousehq.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Guardhouse Knowledge Base](https://university.guardhousehq.com/?hsLang=en) 2. [Invoicing](https://university.guardhousehq.com/invoicing?hsLang=en) # Setting Up Recurring or Fixed Invoicing ### Setting Up Recurring or Fixed Invoicing Print A Recurring Invoice is an invoice that is sent to your customer at regular intervals of time. We released a feature called Recurring Invoices that will make invoicing your customers easier. **Pre-requisite: ** - Recurring invoicing should be turned on for your company. If this is not yet turned on, please contact [support@guardhousehq.com](mailto:support@guardhousehq.com). - Service charges are already set up for the customer under Organization \> Customers \> Service Rates Once the Recurring invoice feature is turned on for your account, you can start setting it up.  - Go to Organization and select Customers from the dropdown - Select a customer and click on the Recurring Invoices tab ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/UyZUl2deObWeCCaljAWG4s2mR3Ixm6M03Q.png) On the recurring invoice, you will need to set up the following. - Invoice Profile - Customer/ Profile name - Invoice Calendar- choose the correct invoice calendar (weekly, monthly, etc) - Site- The site where you would like to apply the recurring invoice option - Invoice Type (only one can be selected per site - Standard invoice - will calculate the actual shift that you would like to bill to your client (based on the approved timesheets) - Fixed invoice- will calculate the Fixed charges that you would like to bill to your client (ex: radio hire, fixed invoice per month for service rendered regardless of hours, etc). Under the fixed invoice, you would need to enter: - Description of the invoice - Service - Units - number of hours/customer - Rate- Fix Rate that you would like to bill for your client/customer (ex: 10,000/month for security services rendered) Once you set up the Recurring invoice, the items will be added automatically to the standard invoice for your customer when you publish shifts. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/25XC7MAti9Esj48vVtcel99gumvoaJ0deQ.png) ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/5QB7IW2hJ6lh50oXpa8eFsYNOi3_rZDGdw.png) Once you approve the shift on the timesheet section, it will be automatically added to the Items for invoicing.  ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/HN9bpevUZZ2my6F9UkQAqt4VWEOAKRM5Qw.png) You can manage invoice items by clicking the 'Manage invoice item icon'. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/TTig9DEfLokfcgl-mibgUbMBbDkCzmoM_g.png) You can then have a preview and send it to your customer for payment. **Frequently Asked Questions: ** **Q: What can I do for invoices requiring both the fixed and standard invoicing types?** **A: **There are two ways to address this concern:  - Set up the Fixed Invoicing type as the recurring invoice and just create a separate invoice for the approved timesheets. You will need to send two separate invoices to your client. - Set up the Standard Invoicing and just add a miscellaneous fee for the fixed amount to be invoiced. This will put all items in just one invoice.  - [Dashboard](https://university.guardhousehq.com/dashboard?hsLang=en) - [Schedule](https://university.guardhousehq.com/schedule?hsLang=en) - [Timesheets](https://university.guardhousehq.com/timesheets?hsLang=en#main-content) - [Timesheets v1](https://university.guardhousehq.com/timesheets?hsLang=en#timesheets-v1) - [Timesheets v2](https://university.guardhousehq.com/timesheets?hsLang=en#timesheets-v2) - [Paysheets](https://university.guardhousehq.com/paysheets?hsLang=en#main-content) - [Payroll Extracts](https://university.guardhousehq.com/paysheets?hsLang=en#payroll-extracts) - [allowance/s](https://university.guardhousehq.com/paysheets?hsLang=en#allowance-s) - [Invoicing](https://university.guardhousehq.com/invoicing?hsLang=en#main-content) - [New Zealand](https://university.guardhousehq.com/invoicing?hsLang=en#new-zealand) - [Reports](https://university.guardhousehq.com/reports?hsLang=en#main-content) - [Staff Reports](https://university.guardhousehq.com/reports?hsLang=en#staff-reports) - [Incidents](https://university.guardhousehq.com/incidents?hsLang=en) - [Company Settings](https://university.guardhousehq.com/company-settings?hsLang=en#main-content) - [Timeclock](https://university.guardhousehq.com/company-settings?hsLang=en#timeclock) - [Onboarding](https://university.guardhousehq.com/company-settings?hsLang=en#onboarding) - [Integrations](https://university.guardhousehq.com/company-settings?hsLang=en#integrations) - [Payroll](https://university.guardhousehq.com/payroll?hsLang=en#main-content) - [Allowances & Deductions](https://university.guardhousehq.com/payroll?hsLang=en#allowances-deductions) - [Customers](https://university.guardhousehq.com/customers?hsLang=en#main-content) - [Customer Portal](https://university.guardhousehq.com/customers?hsLang=en#customer-portal) - [Sites](https://university.guardhousehq.com/sites?hsLang=en) - [Tours & Patrols](https://university.guardhousehq.com/tours-patrols?hsLang=en) - [Staff](https://university.guardhousehq.com/staff?hsLang=en) - [Subcontractor](https://university.guardhousehq.com/subcontractor?hsLang=en#main-content) - [Subcontactor Sharing](https://university.guardhousehq.com/subcontractor?hsLang=en#subcontactor-sharing) - [Frequently Asked Questions](https://university.guardhousehq.com/frequently-asked-questions?hsLang=en) - [Getting Started](https://university.guardhousehq.com/getting-started?hsLang=en) - [Holidays](https://university.guardhousehq.com/holidays?hsLang=en) - [Documents](https://university.guardhousehq.com/documents?hsLang=en) - [Leave / Unavailability](https://university.guardhousehq.com/leave-unavailability?hsLang=en) - [Guardhouse Support Topics](https://university.guardhousehq.com/guardhouse-support-topics?hsLang=en) - [Invoicing Integrations](https://university.guardhousehq.com/invoicing-integrations?hsLang=en) - [Payroll Integrations](https://university.guardhousehq.com/payroll-integrations?hsLang=en) - [Product Updates](https://university.guardhousehq.com/product-updates?hsLang=en) - [Release Notes](https://university.guardhousehq.com/release-notes?hsLang=en) - [Webinars](https://university.guardhousehq.com/webinars?hsLang=en) - [Xero](https://university.guardhousehq.com/xero?hsLang=en) - [Guides for Guards](https://university.guardhousehq.com/guides-for-guards?hsLang=en) - [API Integration](https://university.guardhousehq.com/api-integration?hsLang=en) - [Integrations](https://university.guardhousehq.com/integrations?hsLang=en) - [Tablet Clock-in/Clock-out](https://university.guardhousehq.com/tablet-clock-in-clock-out?hsLang=en) [![Text\_gradient gold-1-2](https://university.guardhousehq.com/hs-fs/hubfs/Text_gradient%20gold-1-2.png?width=150&height=20&name=Text_gradient%20gold-1-2.png "Text_gradient gold-1-2")](https://guardhousehq.com) [mailto:support@guardhousehq.com](mailto:support@guardhousehq.com) Copyright © 2025, Guardhouse