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Set up automatic recurring billing for a client.
1

Open Client Billing

Go to CRM → Select client → Billing tab.
2

Click Create Subscription

Or create invoice with recurring frequency.
3

Configure Subscription

Set the details:
  • Service name
  • Price
  • Currency
  • Frequency (monthly/yearly/weekly)
4

Send

Client receives first invoice.
5

Automatic Billing

Future invoices sent automatically.

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Subscription Flow

  1. Client pays first invoice
  2. Subscription activates
  3. Auto-bills on schedule
  4. Continues until cancelled

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Tips

  • Clear service description
  • Appropriate frequency
  • Communicate terms
  • Monitor for failures

Workspace Overview

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White Label Setup

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