Set your billing cycle and use Bill now

Have Bill later sessions invoiced weekly, every 2 weeks or monthly, or bill a client right away.

1. 1

   Step 1: Open Invoices & billing

   On Overview, scroll to Profile settings and find Invoices & billing.

   
2. 2

   Step 2: Pick a billing cycle

   Choose Weekly, Every 2 weeks, Monthly (on the 1st) or Monthly on a chosen day. The next billing date is shown underneath.

   

   Tip: Only sessions booked as Bill later (on invoice) go on cycle invoices.

3. 3

   Step 3: Send automatically, or check first

   Tick Send cycle invoices automatically to send them on the day. Leave it off to find them under Invoices → Draft. Click Save invoices & billing.

   
4. 4

   Step 4: A different cycle for one client

   On a client's page, under Details, change Billing cycle from Use my default and click Save.

   
5. 5

   Step 5: Bill now

   Need to bill before the cycle day? On the client's page, click Bill now. Every past unpaid session goes onto a draft invoice.

   
6. 6

   Step 6: Check the draft and send

   Look over the sessions, add any adjustment, then click Send invoice to your client.