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Recurring payments let you charge customers on a repeating schedule without lifting a finger. They’re built for the steady revenue that keeps home-service businesses healthy: HVAC maintenance plans, monthly pest-control routes, recurring lawn care, weekly or biweekly cleaning, and service-agreement retainers.

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When to use recurring payments

Use a recurring payment whenever a customer agrees to an ongoing or repeating charge rather than a single job. Common examples:
  • An HVAC company billing a customer $19/month for a comfort club that covers two seasonal tune-ups.
  • A pest-control business charging $89 every quarter for scheduled treatments.
  • A cleaning service collecting $140 every two weeks for a standing appointment.
  • A landscaper billing a flat monthly rate across the growing season.
Recurring payments run on Stripe, so you’ll need your Stripe account connected and a saved card on file for the customer. Card processing fees apply at Stripe’s standard rates.

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Setting up a recurring charge

1

Open the customer or job

Find the contact you want to bill, or start from the related job. The customer should already have an approved quote or an agreed plan price.
2

Create the recurring payment

From the customer’s billing area, choose to set up a recurring payment instead of a one-time invoice. Give it a clear name such as “Comfort Club” or “Quarterly Pest Plan” so it’s easy to recognize later.
3

Set the amount and schedule

Enter the amount to charge and pick how often it repeats: weekly, biweekly, monthly, quarterly, or annually. Set the start date and, if the plan has a fixed term, an end date. Otherwise it continues until you cancel it.
4

Collect the payment method

Have the customer save a card on file. You can send a secure payment link by text or email so they enter their card themselves, or capture it in person. The card is stored securely in Stripe, not in Revenue Sol.
5

Confirm and activate

Review the schedule and amount, then activate. The first charge runs on the start date and repeats automatically on the cadence you set.
Pair recurring billing with scheduled jobs so the work and the money stay in sync. For example, attach a quarterly charge to a recurring pest-control visit so each treatment and payment line up on the calendar.

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Managing active plans

Every recurring payment shows its status, next charge date, and history on the customer’s record. From there you can:
  • Update the amount when a plan price changes at renewal.
  • Change the schedule to move the billing date or cadence.
  • Swap the card if a customer’s card expires or is declined.
  • Pause a plan temporarily, then resume it later.
When a charge succeeds, the customer receives a receipt and the payment is recorded against their account, so your payment reports stay accurate.
If a recurring charge fails (for example, an expired or declined card), Revenue Sol flags it so you can follow up. Reach out to the customer for an updated card, then retry the charge. Failed payments do not retry silently forever.

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Canceling a plan

To stop future charges, open the recurring payment and cancel it. Cancellation stops upcoming charges only; it does not refund prior payments. If you need to return money for a charge that already ran, issue a refund on that specific payment.

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Frequently asked questions

Customers can’t cancel from a receipt. They contact you, and you cancel the plan on their record. This keeps you in control of service agreements and prevents accidental cancellations.
The charge is marked as failed and surfaced for follow-up. Ask the customer for a new card, update the payment method, and retry. The plan stays active so future charges still attempt.
Yes. Create separate recurring payments with different cadences and amounts, for example a monthly plan and a discounted annual plan, and put each customer on the one they choose.
Need a hand setting up a plan? Email the team at contact@infiniterankers.io.

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Next steps

Invoices

Bill for one-off jobs and send text-to-pay invoices.

Refunds

Return money on a payment that already cleared.

Connect Stripe

Link your Stripe account to accept cards and recurring charges.