---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'ServiceContractList'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Recurring services
summary: >-
  Shows all recurring services you charge to customers, lets you filter, edit,
  or add new ones – each period creates a billable item.
helpKey: ServiceContractList
generated: true
modals:
  save-recurring-service:
    title: Recurring service
    summary: >-
      Create a recurring service contract for selected horses or edit its
      details.
---

# Recurring services

Use this page to see every recurring service you have set up for a customer, filter them by horse or status, and create or adjust services.

## What's on this page
- **Customer** – filter to show services for the selected customer.
- **Horse** – filter to show services linked to the selected horse.
- **Active** – button group to toggle between active and inactive services; **Active** is selected by default.
- **Search** – type any text to quickly find a customer or horse; the list updates as you type.
- **Add recurring service** – primary button that opens the *save recurring service* modal for creating a new contract.
- **Table of recurring services** – each row shows a gear icon, the **Horse** (name and bloodline), the **Service name** (and description/comment), **Price (ex. VAT)** with usage period (e.g., per month), **VAT**, and **Start/end date**. Columns **Service name**, **Horse**, and **Start/end date** are sortable by clicking the column header.
- If no services match the filters, a **No recurring services** message is displayed.

## Common tasks
### Add a new recurring service
1. Click **Add recurring service**.
2. In the modal, select the horse(s), choose a service, set the start and (optional) end dates, price, and any comment.
3. Press **Save** to create the service.

### Find a specific service
1. Type the customer or horse name in the **Search** box, or select a **Customer** or **Horse** filter.
2. Adjust the **Active** filter if you need to see inactive contracts.
3. The table updates to show matching services.

### View or edit an existing service
1. Click a row (or the gear icon) in the table to open the service details.
2. On the detail page you can modify the contract (if you have permission) and save it.

## Good to know
- Your filters (Customer, Horse, Active) are saved in the browser and stay applied when you return to the page.
- The **Add recurring service** button and this page are only visible when you have rights to manage the financial module.
- When a service has no end date, the **Start/end date** column shows “n/a”.
- If no company details are set up, a prompt appears with a **Setup company details** button to configure them before creating services.

<!-- help-docs: modal save-recurring-service -->

## Recurring service {#save-recurring-service}

Use this form to create a new recurring service contract for selected horses or edit an existing one.

### Horses
- Choose the horses that will receive the service (only when adding a new contract).

### Service
- Pick the service (product) to bill; cannot be changed on an active contract.

### Start date
- Set the first day the service is charged; editable only if the service hasn't started yet.

### End date
- Set the last day the service is charged; leave empty for an ongoing contract.

### Price per usage / Price
- The price for one usage (e.g., per month) is pre‑filled from the service but can be adjusted; the currency appears on the right.

### Comment
- Add an internal note about the contract.

### After saving
- The contract appears in the Service contracts list; charges will be generated automatically and show up on future invoices.