Recurring Billing

Configure how recurring bookings bill customers and how invoice/payment states stay aligned.

Collection Modes

Each recurring rule supports a collection mode:

Invoice: generate invoice and send a pay link based on document settings.
Autopay: prioritize automatic collection when payment method + setup allow it; otherwise invoice flow remains available.

Set your business default in Settings → Booking Policies.

Invoice Lifecycle

When a recurring occurrence is generated, the platform creates a linked booking and invoice, then records activity events for creation, sending, and payment updates.

Auto-send behavior is controlled in Settings → Documents with separate toggles for completed jobs and recurring generation.

Payment State Sync

Manual invoice payments and Stripe invoice payments both update:

Invoice status/amount paid/amount due
Linked booking payment status and remaining balance
Revenue and activity logs for auditability

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