Recurring Subscription Invoice

What is the Recurring Subscription Invoice?

The Recurring Subscription Invoice is a combined invoice and service agreement template designed for real estate photographers, Matterport and iGUIDE 3D tour creators, drone operators, and other proptech professionals who bill clients on a retainer basis. It formalizes weekly, bi-weekly, or monthly billing cycles, defines the scope of retained services per cycle, and establishes rules for overages, proration, unused-shoot rollover, cancellation, and intellectual property licensing in a single printable document.

When should you use this form?

Use the Recurring Subscription Invoice when a real estate brokerage, property management company, or developer has agreed to a standing retainer for ongoing photography or 3D tour services rather than booking shoots individually. It is appropriate when billing repeats on a fixed cycle, when automatic payment authorization is needed, or when the client relationship requires written terms for rollovers, overages, and cancellation windows.

What's included in this template?

• Parties and effective date identifying Service Provider and Client
• Scope of retained services: photography, 3D tours, drone, floor plans, virtual staging
• Billing cycle selection: weekly, bi-weekly, or monthly with automatic invoice generation
• Overage and add-on services pricing outside the base retainer
• Mid-cycle proration calculation for new clients joining partway through a period
• Unused-shoot roll-forward policy with defined carry-over cap and expiration rules
• Cancellation terms with notice requirements and final-cycle charge provisions
• Intellectual property and licensing clause limiting use to property marketing

How do I fill out this form?

1. Open the form at forms.wgan.info. Navigate to forms.wgan.info and locate the Recurring Subscription Invoice template under the billing or invoice category. Click the template to open the online form.
2. Enter party and effective date details. Type the Service Provider business name, Client name, and the agreement start date into the designated fields to establish the formal retainer relationship.
3. Define services and billing cycle. Select the service types included in the retainer—such as still photography, 3D tours, or drone capture—specify the shoot count, and choose the billing frequency: weekly, bi-weekly, or monthly.
4. Set overage, proration, and rollover terms. Input the base retainer fee, overage rates for add-on services, the mid-cycle proration method, and the maximum number of unused shoots eligible to roll forward to the next cycle.
5. Review cancellation and IP clauses. Confirm the written-notice cancellation window, final-cycle charge trigger, and the intellectual property licensing scope before finalizing the document.
6. Download and deliver the completed invoice. Click the download or export button to save the completed Recurring Subscription Invoice as a PDF, then share it with the client for signature or countersignature.

Preview

First 2 pages shown — watermarked. Subscribe to fill out and download the unbranded document.

Table of contents

1. Parties and Effective Date
2. Scope of Retained Services
3. Billing Cycle and Automatic Payment
4. Overage and Add-On Services
5. Mid-Cycle Proration
6. Unused-Shoot Roll-Forward Policy
7. Cancellation Terms
8. Intellectual Property and Licensing
9. Client Responsibilities
10. Limitation of Liability
11. Governing Law and Dispute Resolution
12. Amendments and Entire Agreement

What's included

• Recurring retainer structure for weekly, bi-weekly, or monthly billing
• Automatic payment authorization and late fee provisions
• Mid-cycle proration rules for new or upgraded subscriptions
• Unused-shoot roll-forward cap and expiration policy
• Clear cancellation notice requirements and final-cycle billing rules
• Overage and add-on services pricing framework
• Intellectual property and media licensing terms
• Client scheduling and property-access responsibilities
• Limitation of liability capped to recent subscription fees
• Governing law, arbitration clause, and amendment notice rules