Recurring billing, retainers, and payment links

Choose which time entries count against a retainer Use Counts to decide whether eligible time uses the current retainer allowance.

Edit or delete a payment link Change a reusable offer for future buyers and keep earlier purchases separate.

Review retainer hours, carryovers, and extra billable work Review the period’s hours before deciding whether extra work needs a separate charge.

Preview a payment link and its resulting invoice Check the reusable offer as a buyer, then find the invoice from a completed purchase.

Pause or finish a retainer and review its final period Pause future retainer activity or finish the arrangement after reviewing the current period.

Create a recurring invoice schedule and check the next date Create a repeat schedule with the intended customer, amount, dates, and delivery choice.

Pause or cancel a recurring invoice schedule Stop future repeats while keeping generated invoices and their payment history available.

Find an invoice created by a recurring schedule Find the actual invoice generated by a recurring schedule before recording payment or making a correction.

Change the price or billing date for future recurring invoices Review future terms before changing a recurring price or billing date.

Troubleshoot a missing recurring invoice Check the schedule and its last occurrence before creating a replacement invoice.

Help a customer update their subscription payment method Use the customer’s existing subscription payment flow when its provider offers an update action.

Set up a monthly retainer with included hours Combine a monthly fee with an included-hours allowance for selected projects.

Create a reusable payment link for a package Let several buyers use the same offer. A completed checkout gets its own invoice.

Combine one-time and recurring items on one invoice Keep the setup fee on its own line and add repeat settings only to the ongoing service.

Choose between recurring invoices and automatic payments A schedule creates repeating invoices. Automatic collection also needs a supported gateway and the customer’s approval.