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Recurring Charges

Create finite or indefinite recurring charge templates and manage how charges are generated over time.

Recurring Charges

Recurring charges create billing records on a schedule instead of as one-time charges. They are useful when the same account should be charged repeatedly for tuition, studio fees, or another repeating service.

Who this is for

This article is for teachers and organization admins who need a repeating charge setup for one account or a set of accounts.

Where recurring charges live

Recurring charges are managed from the account page in the Recurring Charges section.

You can also create them from the charge form by turning on This is a recurring charge.

How to create a recurring charge

When you create a recurring charge, you choose:

  • the account or accounts to bill
  • whether the charge is per account or per student
  • whether inactive students should be included
  • the amount
  • an optional description
  • the start date
  • the frequency
  • the recurrence end condition

The available frequencies in the form are:

  • daily
  • weekly
  • monthly
  • yearly

Finite recurring charges

Finite recurring charges end on a specific date.

When you choose a finite schedule, you can either:

  • choose a date until
  • or choose the number of charges you want, and Cadence Calendar calculates the end date for you

Finite recurring charges are best when you already know how long the billing should continue.

Indefinite recurring charges

Indefinite recurring charges do not need a date until.

Instead, Cadence Calendar stores the schedule as a recurring template and generates charges ahead of time using a rolling horizon.

This is helpful when you want a charge to continue until you manually stop it.

For indefinite recurring charges, you can choose how many months ahead Cadence Calendar should generate charges.

How they appear in the account page

Once saved, recurring charges appear in the account page as schedule cards.

Each card shows:

  • the charge description
  • the amount
  • the recurrence frequency
  • the start date
  • whether the schedule is active or paused
  • the last date that has already been generated
  • the next generated date when the horizon is extended

If nothing has been generated yet, the card will show that the schedule starts on the selected start date.

What you can do with a recurring charge

From the account page, you can:

  • pause a recurring charge
  • resume a paused recurring charge
  • delete a recurring charge

Deleting a recurring charge removes the schedule and also removes any future generated charge transactions that have not yet occurred.

Important notes

  • Future recurring charges may not appear immediately in transaction history if they have not been generated yet.
  • Indefinite recurring charges are generated ahead only within the configured horizon.
  • Per-student recurring charges can create separate rows for each eligible active student on the account.
  • One-time charges are not converted into recurring charges after the fact.

Related pages

  • View transaction history
  • Charges and payments explained
  • How invoice amounts are calculated
  • Auto-Pay
PrevInvoice reminders
NextCharges and payments explained
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