Payments & Analytics

Recurring Billing

Auto-charge, invoice generation, and lifecycle management for recurring customers.

Recurring billing automates invoice generation for customers on recurring service schedules. Available on Pro plans and above.

Billing Modes

ModeHow It Works
Auto-chargeAutomatically charges the customer's saved card on the billing date. No action needed.
Send invoiceGenerates and emails an invoice with a payment link each billing cycle.
ManualInvoice is generated but not sent. You review and send it when ready.

Setting Up Recurring Billing

1

Create a recurring rule

From a booking or customer profile, click "Set Up Recurring". Choose frequency and billing mode.

2

Configure the schedule

Select frequency (weekly, biweekly, monthly) and the service to be billed.

3

Activate

Save the rule. Invoices are generated automatically on schedule.

Rule Statuses

StatusMeaning
ActiveRunning and generating invoices on schedule
PausedTemporarily stopped — resume at any time
CancelledPermanently stopped, no more invoices generated

Payment Sync

When a recurring invoice is paid, the associated booking (if linked) is automatically updated. Payment status syncs between invoices and bookings.

Failed Payments

If an auto-charge fails, the system sends a reminder email to the customer and retries. After multiple failures, the recurring rule is paused and you're notified.