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Billing & payments

Monthly bills that make themselves

Turn on automatic billing and every regular customer is billed on your billing day.

Each month, every active customer needs a bill. You can press Generate on the Billing page, or let it happen automatically.

Turn on automatic monthly bills

  1. 1Go to Settings → Payments.
  2. 2Turn on Generate recurring invoices automatically.
  3. 3Pick your billing day (for example, the 1st of the month).

On that day (or when you press Generate), the app will

  • Make a bill for every active monthly service. One-time jobs are billed once, when they're booked, never every month.
  • Use up any account credit the customer has.
  • Charge customers who have a saved card (autopay).
  • Email everyone else their bill with a Pay now link.

Tip: Billed someone by hand with Send invoice on their subscription page? That counts as this month's bill — the automatic run skips them, so they're never billed twice. Pressing it again in the same month asks before sending an extra bill.

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