By default, Flex invoices recurring plans every month. However, you can adjust the invoicing period to bill members less frequently, such as every 2, 3, or 6 months. This helps align billing cycles with long-term contracts or specific financial arrangements.
This article explains how to define longer invoicing intervals when creating or updating Billing Plans, how to apply them to existing memberships, and when to use the Invoice every and Pay for fields.
Before you start
Familiarize yourself with how invoicing works. Get started with invoicing →
Specify the invoicing period when creating a plan
To define how often you will bill members who have a membership to a new Billing Plan you want to create:
Go to
Billing > Plans.Click Add Plan and select Monthly.
In the dialog, open the Billing tab.
Open Invoice every and define how often you'd like the plan to be billed.
Finish configuring the plan and click Add.
Change the invoicing period of an existing plan
To define how often you will bill members who have a membership for a specific Billing Plan:
Go to
Billing > Plans.Click a monthly Billing Plan.
Open the Billing tab.
Open Invoice every and define how often you'd like the plan to be billed.
Click Update.
Note: This field is only available for Monthly plans and not for One-Off plans.
Alternatively, when you add a membership for this specific Billing Plan, you also have the option to change the billing interval:
Click Change interval.
Open the drop-down menu and choose the number of months you want to bill the member or company for.
Finish configuring the membership and click Add.
When to use the "Invoice every" and "Pay for" fields when manually invoicing?
When managing membership invoicing, you have two options to consider.
Invoice every – This menu can be updated in the Billing Plan settings or when creating a new membership (see above ↑). Update it whenever a plan needs to be billed for longer periods automatically. For example, if you specify that you'd like the plan invoiced every 5 months, the invoice will be generated automatically each time without your involvement.
Pay for – This menu is available when you create an invoice manually. Use it to specify the period for which you'd like the invoice issued. This is helpful if you must invoice the member for a longer period, just once, as an exception. Create an invoice for a period longer than 1 month →
