Benefits
Why It Matters
The problem
Spending the first week of every month raising the same invoices?
Same invoice, every month
Agencies, landlords, AMC providers and coaching institutes raise near-identical invoices every month. It's tedious, and a missed invoice is income you never billed.
Chasing feels awkward
Calling a long-standing customer about an overdue payment is uncomfortable, so it gets postponed. The longer it waits, the harder the money is to collect.
Invoices that never arrive
A PDF saved on a laptop doesn't get paid. If the customer never receives the invoice on a channel they read, the payment clock never starts.
How it works
How automation works
1
Create a recurring template
Pick the customer, items, amount and frequency, such as monthly on the 1st, and a start and end date.
2
Invoices raise on schedule
hisabkitab creates each invoice on the due date with the correct GST, so your books and GST reports stay current.
3
Shared automatically
Turn on auto-WhatsApp and auto-email so each invoice reaches the customer as soon as it's saved.
4
Reminders follow up
Auto-payment reminders nudge customers about unpaid invoices, so your team only calls the few who still don't pay.
Capabilities
Automation that pays for itself
Recurring invoices
Schedule invoices for retainers, rent, maintenance contracts, subscriptions or tuition fees, available from Boost.
Auto-WhatsApp
Invoices and reminders sent on WhatsApp, where Indian customers actually read their messages.
Auto-email
Invoice PDFs emailed automatically for customers whose accounts teams work by email.
Auto-payment reminders
Reminders for unpaid invoices go out without anyone remembering to send them.
GST handled every cycle
Each recurring invoice applies CGST + SGST or IGST correctly and flows into your GST returns.
Feeds cashflow forecasting
On Advance, recurring invoices are part of the 30/60/90-day cashflow forecast.
Use cases by industry
Who uses it, and how
IT services and digital agency
A digital agency in Gurugram bills 18 retainer clients on the 1st of every month. Invoices are raised and sent on WhatsApp and email automatically, and reminders go out after the due date.
Coaching institute
A coaching centre in Kota raises monthly fee invoices for each batch and sends payment reminders to parents, so the front desk stops making follow-up calls.
AC service and repair network
An AC maintenance company in Chennai bills annual maintenance contracts quarterly. Recurring invoices make sure no contract is left unbilled.
Freelancer
A freelance video editor shares invoices on WhatsApp the moment they're saved and lets automatic reminders handle the follow-up.
Before vs after
Before hisabkitab, and after
Raising 20 identical invoices on the 1st
Recurring invoices raised on schedule
Downloading PDFs and sending one by one
Auto-WhatsApp and auto-email on save
Awkward calls about late payments
Automatic, polite reminders
Forgetting to bill one contract
Every schedule runs until its end date
Auto-WhatsApp, auto-email and auto-payment reminders are available on all three paid plans, starting with Launch (₹2,999/year, exclusive of 18% GST). Boost (₹4,999/year) adds recurring invoices and includes up to 500 auto-WhatsApp messages a year; Advance (₹6,999/year) includes up to 1,500 auto-WhatsApp messages a year.
Popular with these industries
Versatile Accounting and Billing Software for Every Sector
FAQs
What kinds of businesses use recurring invoices?
Can hisabkitab send invoices on WhatsApp automatically?
How do automatic payment reminders work?
Will recurring invoices have the right GST?
Can I stop or change a recurring invoice?
Can recurring invoices be sent automatically too?
What happens when I reach the WhatsApp limit?
Can I customise the reminder message?
Can I bill different amounts each month?
Will reminders go to customers who already paid?
Bill once. Get paid every month.
Set up your first recurring invoice and turn on WhatsApp reminders in a few minutes. Start free, or book a demo to see automation on your own customers.
