Build one quote and invoice template using realistic line items, taxes and payment instructions. Test the customer-facing document and any payment integration before enabling recurring invoices that run without a person reviewing each issue.
Use recurring schedules only for stable agreements and document how pauses or cancellations are handled. SolidInvoice’s MIT source is free to self-host, but a reliable billing service still needs backups, email delivery and monitoring. Check processor fees separately from the application license.
