Recurring Billing (2:19 video). Open on its own page
One customer, one invoice
When one customer has several recurring services — an HOA, a property manager, a homeowner with multiple pools — Consolidated Billing rolls their opted-in jobs into one invoice on one customer-level schedule instead of a separate invoice per job. It's a per-customer setting on the customer's page.
Only monthly- or weekly-billed (flat-rate) recurring services are eligible for the rollup. Per-visit and externally billed jobs aren't — the enrollment picker lists ineligible jobs with the reason.
Turn it on
- 1Open the customer's page and find the Consolidated Billing card ("Bundle every opted-in recurring service into one monthly invoice"). Flip the switch.
- 2In the Enable Consolidated Billing dialog, pick a Billing Schedule: Monthly with a "Day of Month" (1–28), or Weekly with a "Day of Week".
- 3Optionally turn on Pass Stripe processing fees to customer — adds a fee line item covering Stripe's 2.9% + $0.30 when their credit card is charged, capped at 3% of the invoice (2% in Colorado and Oklahoma).
- 4Optionally turn on Bill even when no visits occurred this period. Leave it off and a period with zero completed visits generates no invoice.
- 5Under Enroll existing jobs, choose which recurring services join the rollup. Every eligible job is pre-selected; ineligible jobs are listed with the reason.
- 6Click Enable Consolidated Billing.
Manage the rollup
- The card shows the schedule at a glance — "Monthly on day 1" or "Weekly on Friday" — plus the next billing date and chips for Passes processing fees and Bills on zero completions when those are on.
- Enrolled Jobs lists every job in the rollup with its service address; Manage opens a dialog where you toggle individual jobs in or out at any time.
- Edit changes the schedule and fee settings without touching enrollment. Changing the billing day recomputes the next billing date to land on the new cadence.
How the rollup bills
On the schedule date, the customer gets one invoice covering all enrolled jobs for the period. On the Upcoming Billing page, the rollup appears on its billing date as one invoice with a Consolidated label; expand it to see each enrolled job's lines. It bills itself, so there's nothing to click.
A job given its own AutoPay card can't ride the rollup — a per-job card override moves the job back to billing on its own schedule so it can charge its own card. See the AutoPay card section in maintenance billing modes.
Turn it off
Flip the switch off and a confirm dialog lists every enrolled job and the billing schedule each one returns to — jobs are moved back to their own billing schedule using the schedule set on the job today. Nothing is deleted; the confirmation reports how many jobs moved back to per-job billing.
Frequently asked questions
Which jobs can join a consolidated invoice?
Monthly- or weekly-billed (flat-rate) recurring services. Per-visit and externally billed jobs aren't eligible — the enrollment dialog lists them with the reason.
Will the customer be billed for a period with no visits?
Only if you turn on "Bill even when no visits occurred this period". Leave it off and a period with zero completed visits generates no invoice.
Can I keep one job on its own separate invoice?
Yes — just don't enroll it (use Manage to toggle jobs in and out), or give the job its own AutoPay card, which automatically takes it off the rollup.
What happens to the jobs when I disable consolidated billing?
Each enrolled job moves back to its own billing schedule, using the schedule currently set on the job. The confirm dialog shows exactly what each job returns to.