Recurring billing to collection

Run repeat billing on the agreed schedule and follow each invoice through confirmed collection.

Step by step

Client and item setup Bookkeeper

Check customer identity, billing terms and reusable item descriptions; preserve source identifiers when importing existing customers.
- Updates Clients, Items
Recurring schedule run Bookkeeper

Honor the active schedule, start and end dates, mandate and catch-up policy. Generate each occurrence once; payment authorization or auto-send settings do not certify settled cash.
- Updates Recurring schedules, Recurring schedule lines, Invoices
Invoice issue Assistant

Validate scoped authority and freeze the issued lines, tax calculation and PDF before sending. Delivery attempts and hosted checkout creation retain the same invoice identity.
- Updates Invoices, Invoice lines, Payment links
Payment receipt Bookkeeper

Verify provider identity, signature, customer, amount and currency before accepting a receipt. Only a confirmed successful payment state contributes to collection; retain refunds, disputes and unsettled outcomes separately.
- Updates Payments, Payment links, Invoices

What Invoicing & Billing System enforces at each step.

Respect the schedule’s dates, active state, mandate and agreed catch-up policy.
Create one invoice per occurrence, even when an interrupted run is retried.
Keep payment authorization, invoice delivery and confirmed collection as separate outcomes.

Bookkeeper: Bookkeeper works within the record, field and action scope below.
Assistant: Assistant works within the record, field and action scope below.

Start free, then use Proto to change fields, steps and approvals before your team goes live.