---
title: Attaching a recurring invoice to a contact form [B12 2.0]
description: Trigger a recurring invoice to be sent to your client when they submit a form on your website
---

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# Attaching a recurring invoice to a contact form \[B12 2.0\]

## Learn how to trigger a recurring invoice to be sent to your client when they submit a form on your website

| ![static.intercomassets.comavatars337561square\_128Meredith\_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified](https://support.b12.io/hs-fs/hubfs/static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified.png?width=60&height=60&name=static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified.png) Written by: Meredith Last updated: 20 Dec., 2026 |   | This feature is currently available only to users located in the United States. |
| --- | --- | --- |

You can set up a recurring invoice series that begins automatically when a client submits a form on your website. This is useful for memberships, subscriptions, or ongoing services where clients select their own items.

### Creating a recurring invoice

1\. In the left sidebar menu, go to `Payments and Invoicing`.

2\. Click `Create Invoice`.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-04-52-33-2983-PM.png?width=670&height=253&name=image-png-Dec-11-2025-04-52-33-2983-PM.png)

A preview appears on the right while you customize details on the left.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-04-53-03-1770-PM.png?width=549&height=300&name=image-png-Dec-11-2025-04-53-03-1770-PM.png)

3\. To update the business information shown under **From**, click `Edit`*.* 

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-04-54-07-2415-PM.png?width=250&height=424&name=image-png-Dec-11-2025-04-54-07-2415-PM.png)

Click `Save`.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-04-55-23-6376-PM.png?width=250&height=461&name=image-png-Dec-11-2025-04-55-23-6376-PM.png)

4\. Under **Invoice details**, set the invoice to `Recurring`.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-04-57-00-8667-PM.png?width=250&height=357&name=image-png-Dec-11-2025-04-57-00-8667-PM.png)

5\. Choose the due date for the first invoice, how often invoices repeat, and when they should stop.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-04-57-43-9683-PM.png?width=250&height=338&name=image-png-Dec-11-2025-04-57-43-9683-PM.png)

**Note:** You do not need to add line items. The client will select services when submitting the form.

*Optional:* You can edit the default email that will be sent to your client, or set Next Steps. [Follow this article for those settings](https://support.b12.io/en/articles/5728835-create-and-send-an-invoice-with-b12-s-invoicing-tool?hsLang=en#h_ec0cde45da).

6\. Take note of the invoice number in the top right corner as you will need this when attaching the invoice to the form. Click `Back`.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-04-59-11-7141-PM.png?width=250&height=467&name=image-png-Dec-11-2025-04-59-11-7141-PM.png)

Your invoice is saved automatically.

### Triggering a recurring invoice

1\. In the left sidebar menu, click ` Website` \> ` Pages`. 

If you need to create a new form instead of using an existing form, [follow these steps](https://support.b12.io/en/articles/6122071-adding-a-contact-form-to-a-page?hsLang=en).

2\. Click on the form, then select `Form details`.

**![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-05-01-42-6221-PM.png?width=250&height=486&name=image-png-Dec-11-2025-05-01-42-6221-PM.png)**

3\. Click `Add fields`, then select `Services and products`.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-05-02-23-2188-PM.png?width=250&height=498&name=image-png-Dec-11-2025-05-02-23-2188-PM.png)

4\. Click the new `Services and products`field to expand it.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-05-03-04-2882-PM.png?width=250&height=325&name=image-png-Dec-11-2025-05-03-04-2882-PM.png)

5\. Click `Add default invoice template`.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-05-03-32-9815-PM.png?width=250&height=325&name=image-png-Dec-11-2025-05-03-32-9815-PM.png)

6\. Click `Add existing invoice`, then choose the recurring invoice you created.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-05-04-29-4238-PM.png?width=250&height=457&name=image-png-Dec-11-2025-05-04-29-4238-PM.png)

7\. Add the services or products you want the customer to purchase by clicking `Add existing items` and searching for the services.

![](https://support.b12.io/hs-fs/hubfs/image-png-Dec-11-2025-05-05-29-0324-PM.png?width=250&height=457&name=image-png-Dec-11-2025-05-05-29-0324-PM.png)

8\. Click `Preview` and complete a test submission to confirm the form triggers the recurring invoice correctly.

9\. Click `Publish` when everything is working.

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