Scheduled Billing & Automatic Collection

A regular client should not mean rebuilding the same invoice every Friday. Scheduled billing brings repeat work into a predictable rhythm, with the bookings, adjustments, and money already received kept together.

Set a weekly, fortnightly, or monthly schedule and choose whether it bills in advance or arrears. Assign the relevant clients, agree the terms, and pause or resume an arrangement when circumstances change. Billing periods follow your business timezone.

Review the included work before sending, or use automatic sending for an established arrangement. Deposits and existing payments are taken into account, while late work and items needing attention remain visible. Credit notes and reusable credit balances help you correct charges without losing the original invoice history.

For clients who want automatic payment, a Stripe-hosted setup records the payer's consent and card arrangement. Advance notices explain the collection, and supported balances can then be collected automatically. Holds, payment failures, and recovery actions stay visible so you can see when the account needs attention.

Due-date and overdue reminders support the follow-up, while the client can see invoices, credits, and payment preferences. Use scheduled billing for the work you invoice; use memberships when you want to sell a renewing allowance of service credits. Both connect to the same client relationship.