ClippingCash has two things with “recurring” in the name and they do different jobs. Picking the wrong one is the single most common setup mistake, and it shows up either as jobs that never appear on the schedule or as invoices that never go out.
The short version:
- Recurring Services repeats the work. It generates jobs.
- Recurring Invoices repeats the bill. It generates invoices.
1 Recurring Services: repeat the work
This is what you want for mowing every two weeks. Open Recurring Services and click Add Recurring Service to set up work that repeats on a cadence from a start date, with an optional end date. ClippingCash then generates the jobs for you.
The cadences available are Daily, Weekly, Bi-weekly, Monthly, Quarterly and Annually.
Each row shows the customer, service type, frequency, next service date, and price. The controls on a row are worth knowing:
- The eye icon previews the upcoming service dates, so you can sanity-check the cadence before it runs for a season.
- The pencil icon edits the schedule.
- Pause and resume stop and restart generation without losing the setup.
- The trash icon cancels the recurring service.
Set the Default Assigned Worker while you are in there. Each generated visit gets credited to whoever runs the route, and that is what powers dispatch and crew performance reports. If you are the only worker, ClippingCash assigns you automatically.
Step by step setup is in how to set up recurring plans.
2 Recurring Invoices: repeat the bill
Recurring Invoices is a different page and a different idea: it bills a customer automatically on a cadence, regardless of individual visits. Use it for a flat monthly maintenance contract, a seasonal package billed in instalments, or any arrangement where the money is on a schedule of its own.
It has three tabs:
- Schedules is where you add a recurring schedule that bills a customer automatically on a cadence. You can preview upcoming runs, then pause or resume.
- Templates holds the reusable invoice templates a schedule generates from. You can lock a template to freeze it so it can no longer be edited, which is what you want once a contract is agreed.
- Run History lists each time a schedule ran and the invoice it produced.
Run History is the tab to check when a customer says they never got a bill. It tells you whether the schedule actually ran and what it produced, which settles the question in one look.
3 Which do you need
Most lawn care operations want Recurring Services and nothing else. You mow every two weeks, a job appears every two weeks, you complete it, and it gets invoiced from the completed work.
You want Recurring Invoices as well when the billing does not follow the visits:
| What you are doing | What to set up |
|---|---|
| Mow every 2 weeks, bill per visit | Recurring Service only |
| Flat monthly fee, visits vary | Recurring Invoice for the fee |
| Seasonal contract paid monthly | Recurring Invoice on the contract, Recurring Service for the visits |
| One-off cleanup | Neither, just a job |
The mistake to avoid
Do not set up both for the same money. If a Recurring Service already produces a job that gets invoiced when it is completed, and you also run a Recurring Invoice for the same work, you will bill the customer twice. That is the failure mode this page exists to prevent.
Use the Transactions ledger to check a customer’s account if you suspect it has already happened. Two charges on the same date for the same service is the signature.