Recurring Billing Template

CurbWaste can generate recurring invoices for your Routing orders with the use of Recurring Billing Templates. Routing orders must have a Recurring Billing Template in order to generate recurring invoices. 

We accommodate for both Calendar and Anniversary billing as well as Advanced and Arrears billing. 

Table of Contents

1. Proration
2. Setting Up a Recurring Billing Template
3. Routing

Invoice Proration

Do you prorate invoices for customers that or end start service in the middle of a billing cycle? To enable invoice proration, go to Settings → Web Settings → Invoice. Scroll down and toggle on the setting.

Setting Up a Recurring Billing Template

Navigate to Settings → Policies → Recurring Billing Templates and click "Create New Template". The fields marked with at red asterisk (*) are required before you can create the template. Any field that is not required can be configured independently on each routing setup order. 

• Template Name*
• Amount
• Net Credit Terms
• New! - Cycle Type  (more details here): 
  • Calendar Billing: The start of the billing cycle is standardized based on the Billing Frequency and Billing Day
  • Anniversary Billing: The start of the billing cycle adheres to the start of service.
  • Prorate Initial Invoice: Prorate the customer's first invoice if service starts in the middle of a Billing Cycle. This option is only visible if Proration is enabled in Settings. 
  • Prorate Final Invoice: Prorate the customer's final invoice if service ends in the middle of a Billing Cycle. This option is only visible if Proration is enabled in Settings. 
• Billing Frequency*: Weekly, Bi-Weekly, Semi-Monthly, Every 4 Weeks, Monthly, Quarterly, Custom. Click here for more details about Quarterly billing.
• Billing Day*: 
  • Weekly, Bi-Weekly, and Every 4 Weeks: Pick the day of the week
  • Monthly, Quarterly, Custom: Pick the day of the month. 
• New! - Invoice Generation: 
  
  • Advanced Billing: Billing at the beginning of each billing cycle for services not yet rendered
  • Arrears Billing: Billing at the end of each billing cycle for services rendered
• Invoice Delivery Method: Email, Mail In-Person
• Generate Invoice*: On the same day, Prior to billing
• Billing Group
• Payment Method
• Handling Fee
• Fuel Fee
• New! - Recurring Charge Description: Set a default line item description

Quarterly Billing Frequency

If you bill your customers on a Quarterly basis, you must also select a Billing Schedule. For example, if your quarter starts in January, you would select Jan, Apr, Jul, Oct - these are the months that invoices will generate for you to bill your customers.

Calendar and Anniversary Billing Cycles

Calendar Billing allows you to pick a fixed day of week (Weekly, Bi-Weekly, or Every 4 Weeks frequency) or a fixed day of month (Monthly, Quarterly, or Custom frequency) to be set at the template level to which the billing cycles are anchored. The main reason why you would use calendar billing is to get your customers’ billing cycles to line up with you business processes.

Anniversary Billing has no fixed Billing Days. Upon order creation, the Billing Start Date that is selected will then determine what the Billing Day (aka anchor date) for the billing cycles will be moving forward for that order.  The main reason why someone would use anniversary billing is to allow actual operational dates to match billing dates/cycles. Anniversary billing is commonly used in portable toilet businesses.

Routing

Now that you have set up your Recurring Billing Templates, you can go ahead and start creating Routing Setup Orders.

Updated: 7/10/25