Billing

Build a monthly Service Plan, subscribe a client, email them the agreement to sign, and turn the period into an approved invoice. Pricing lines can follow user, device or license counts, so the bill matches what the client has without retyping numbers.

The Bill your first client wizard builds the chain that turns into revenue: a service plan, a subscription that puts it on a client, and the first invoice the billing run makes from them. Two of its lessons check that the records really exist.

Give a client a percent or fixed-amount discount that lasts a set number of bills and then stops by itself, and see every client's discounts in one list.

Review and approve what is waiting, send invoices, then fix any invoice by voiding, deleting, regenerating or moving it, and catch up months a plan never billed.

Change what a plan includes, how it bills and who is on it, safely, by editing a copy first.

Build a quote with required and optional lines, email it so the client accepts online, and the invoice is made the moment they accept. Offer a Budget or Premium option and the client picks one.

Give some users a different price on a plan line and leave spare seats and devices off the bill, so each client pays for exactly what they use. Then find, void or delete any quote, set its expiry and terms, and read a clear quote PDF.

The Set up billing wizard sets the rules your first invoice is built with: its number prefix, its starting number, how many days a client has to pay, and whether partial months are charged. Do it before the first billing run, because numbering and terms are hard to change after invoices go out.