Subscription Invoice Template: SaaS & Recurring Billing
Subscription businesses need invoices that clearly show plan details, billing period, usage overages, and next renewal date.
Subscription Invoice Fields
- Plan name and tier (Pro, Enterprise, etc.)
- Billing period (May 1–31, 2026)
- Base subscription fee
- Usage-based charges (API calls, storage, seats)
- Proration for mid-cycle changes
- Next billing date
- Payment method on file
Proration Example
Client upgrades mid-month from $50 to $100 plan on May 15:
- Credit unused Basic: -$25
- Charge Pro (half month): +$50
- Net charge: $25
Usage-Based Billing
Show usage clearly: "API calls: 45,000 included, 12,000 overage × $0.002 = $24.00"
Failed Payment Invoices
When subscription payment fails, send dunning invoice with retry date and link to update payment method.
Create Subscription Invoices
Generate subscription invoices — recurring line items, billing period, and PDF export free.