Recurring Billing
Finding and billing overdue customers
The Due list that answers "who hasn't paid this month" — and how the next due date advances only once you're actually paid.
This is the actual problem Recurring Billing solves: not just recording that a customer pays monthly, but always knowing exactly who hasn't paid this month, without cross-checking a notebook against a join date in your head.
The Due list
The Due tab on the Recurring Billing page shows every active plan whose next due date has arrived or passed — nobody else. A customer who already paid this cycle simply isn't on it. The same count shows up as a Renewals due card on the Dashboard the moment you open the app.
Billing from that list
Click Create Invoice next to anyone on the Due list and it opens a normal invoice, already filled in with that customer, their product/service, and the plan's amount — edit anything before saving, exactly like starting from scratch, just without the retyping.
What actually clears them from the list
Saving or even finalizing that invoice doesn't clear it — only recording a full payment against it does. The moment that invoice is marked Paid, the plan's next due date jumps forward by exactly one cycle, and that customer drops off the Due list until it comes around again. Get paid, done — no separate step to mark the plan itself up to date.
Missed a cycle? It stays honest
Paused, cancelled, or corrected by hand
A customer on a break? Pause their plan and it stops appearing as due. Left for good? Cancel it — the invoice history stays, same reasoning as everywhere else in WatCoreLite. And the next due date is always directly editable on the plan's own page, for the cases automation can't guess — a payment taken outside the app, or a plan that needs a manual nudge.
Want the exportable, printable version of this list — with an overdue/due-soon/upcoming breakdown you can hand to someone? See the Recurring Billing report on the reports overview.