Automate Your Subscription Revenue
Set it once, invoice forever. Automatic recurring invoices, payment collection, failed payment recovery. Perfect for SaaS, agencies, and subscription businesses.
Set Once, Bill Forever
Configure recurring invoice once. Lead16 automatically generates, sends, and collects payment every month/quarter/year.
MRR Tracking Built-In
Automatically tracks Monthly Recurring Revenue, churn, expansion revenue. See subscription health at a glance.
Failed Payment Recovery
Automatic payment retry + dunning emails. Recovers 67% of failed payments automatically.
How Recurring Billing Works
Create invoice template, set frequency (monthly/annual), add line items
Lead16 generates invoice on schedule (e.g., 1st of each month)
Invoice emailed to customer, payment auto-charged to saved card
MRR dashboard shows recurring revenue, churn, growth trends
Recurring Billing Features
Flexible Billing Schedules
Monthly, quarterly, bi-annual, annual—or custom intervals. Bill on specific date (1st of month) or anniversary date (signup date). Prorate first invoice if mid-month start.
- • Monthly ($29/month)
- • Quarterly ($79/quarter)
- • Annual ($299/year)
- • Custom (every 3 weeks, etc.)
- • Fixed (1st or 15th of month)
- • Anniversary (signup date)
- • Custom (any date)
- • Prorate partial months
Automatic Payment Collection
Store customer payment method securely (Stripe/PayPal). On billing date, Lead16 automatically charges saved card and marks invoice paid. Zero manual work.
Smart Dunning Management
When payment fails (expired card, insufficient funds), Lead16 automatically retries and sends dunning emails. Recovers 67% of failed payments.
| Day | Action |
|---|---|
| Day 0 | Payment fails → Retry immediately |
| Day 1 | Send "Payment failed" email with update link |
| Day 3 | Retry payment attempt #2 |
| Day 5 | Send urgent reminder email |
| Day 7 | Final retry attempt #3 + notify you |
| Day 10 | Mark subscription "past due" (your choice: pause or cancel) |
MRR & Subscription Analytics
Dashboard shows Monthly Recurring Revenue, churn rate, customer lifetime value, new MRR, expansion MRR. See subscription health at a glance.
Subscription Lifecycle Management
Handle upgrades, downgrades, pauses, cancellations, add-ons. Prorate changes automatically. Grant trial extensions. Full subscription control.
- ✓ Upgrade: Customer upgrades plan mid-cycle → Prorate charges immediately
- ✓ Downgrade: Customer downgrades → Change takes effect next billing cycle
- ✓ Pause: Customer requests pause → Stop billing, resume later
- ✓ Cancel: Customer cancels → Access until end of paid period, then revoke
- ✓ Add-ons: One-time or recurring add-ons (extra user seats, premium features)
Customer Payment Portal
Give customers self-service portal to view invoices, update payment method, download receipts, see billing history. Reduces support tickets by 40%.
- ✓ View all invoices and receipts
- ✓ Update credit card / payment method
- ✓ Download PDF invoices
- ✓ See next billing date and amount
- ✓ Upgrade/downgrade subscription
- ✓ Cancel subscription
Perfect For These Businesses
SaaS Companies
Bill monthly/annual subscriptions automatically. Track MRR, churn, LTV. Manage plan upgrades and add-on purchases.
Agencies & Consultants
Monthly retainers made easy. Automatically invoice clients each month. Track which retainers are active vs churned.
Membership Businesses
Gyms, clubs, coaching programs. Monthly membership dues auto-collected. Dunning for expired cards. Member portal access.
Subscription Boxes
Monthly subscription box billing. Handle pauses (vacation), cancellations, gift subscriptions. Track subscriber LTV.
Service Providers
IT support, maintenance contracts, managed services. Recurring monthly invoices for ongoing services.
App Developers
Mobile app subscriptions outside of app stores. Web app subscriptions. Premium tier billing. Usage-based pricing.
Recurring Billing Comparison
| Feature | Lead16 | Stripe Billing | Chargebee | QuickBooks |
|---|---|---|---|---|
| CRM Included | ✅ Yes | ❌ No | ❌ No | ⚠️ Basic |
| MRR Tracking | ✅ Built-in | ✅ Yes | ✅ Yes | ❌ No |
| Dunning Management | ✅ Auto | ⚠️ Manual setup | ✅ Yes | ❌ No |
| Price | $29/mo | $0 + 0.5%/txn | $249/mo | $30/mo |
| Setup Complexity | 5 minutes | 2-3 hours | 4+ hours | 30 minutes |
| Customer Portal | ✅ Included | ⚠️ Build yourself | ✅ Yes | ❌ No |
Frequently Asked Questions
Set invoice frequency (monthly, quarterly, annual), start date, and end date. Lead16 automatically generates and sends invoices on schedule. Supports automatic payment collection, failed payment retry, and cancellation management.
Yes! Each customer can have unique billing: monthly vs annual, different bill dates (1st vs 15th), custom amounts, and individual payment terms. Perfect for mixed subscription models.
Lead16 automatically retries failed payments 3 times over 7 days. Customer receives dunning emails. After 3 failures, you get notified to contact customer. Prevents revenue loss from expired cards.
Yes. Send customer a payment portal link where they securely update credit card or bank details. Changes apply to all future recurring invoices automatically.
Lead16 exports invoices to QuickBooks, Xero, and FreshBooks via Zapier. Every recurring invoice automatically syncs to your accounting system. No manual data entry.
Start Recurring Billing Today
Automate your subscription revenue. Free plan includes recurring invoicing. Upgrade for automatic payment collection.