What option is the best way to set up a monthly customer charge?

The best option for setting up a monthly customer charge is through a scheduled recurring invoice. This method automates the invoicing process, ensuring that both the business and the customer have clarity on the expected charges without the need for manual intervention each month. By creating a recurring invoice, the system will automatically generate and send the invoice to the customer at the specified interval, reducing the risk of overdue payments and administrative burden.

In contrast, scheduling a recurring payment is more focused on the transactional end after an invoice has been generated and doesn’t directly address the need for consistent monthly invoicing. Manual invoicing each month can lead to inconsistencies and increased workload, making it less efficient than using a recurring invoice. A fixed fee entry might not provide the detailed transaction records that a recurring invoice offers, which can be important for both record-keeping and customer clarity regarding what the charge entails.