Understanding the Client Billing Cycle
Introduction
This guide explains the client billing cycle, including automated billing, recurring billing cycles, and one-time invoicing. By following this guide, readers will gain a clear understanding of how to manage client invoices effectively.
Step-by-Step Instructions
Overview of the Billing Cycle
This video will cover the billing cycle of a client.
Types of Billing Cycles
This includes the automated billing cycle, recurring billing cycles, and one-time invoicing.
One-Time and Recurring Invoice Templates
I will use the contract invoice and template scheduler to share this as an example .We will have invoice templates existing for one-time client invoicing and recurring client invoicing.
Focus on Recurring Billing
Now, the contract invoice and template scheduler will focus mainly on the recurring billing cycle.
Issuing Initial Invoice
The initial invoice was issued on January 6th, 2025, hypothetically.
Recurring Invoice Schedule
If the client has a recurring billing, invoices will be issued on the 6th of every month.
One-Time Invoice Setup
We can also set up one-time invoices, like those in the workflow.
One-Time Payment Charge
The one-time invoice is set to charge $499 that one time on the same date they book .
Example of where the Invoice Pop-Up for One-Time Payment may occur.
This invoice will pop up once the client has added all their information.
Client-Specific Settings
These settings are all based on the client.
Conclusion
This guide has provided a clear understanding of the client billing cycle, including both recurring and one-time invoicing. By following these instructions and using the provided screenshots, users can effectively manage their client billing processes.