Billing

Automatic payments Let clients save a card or PayPal account and have due invoices charged to it automatically. Which gateways support it, how consent works, retries and failed charges. Billing Term Change Let clients move a service to another billing cycle themselves, for example from monthly to annually. The new term starts with the next renewal invoice, so no money is charged or credited when they ask. Credit, refunds and transactions Client account credit, the Add Funds page and its limits, refunding a payment, and how the transactions ledger fits together. Draft invoices and quotes An invoice or a quote you start but do not finish is saved as a draft automatically. Only staff can see a draft; a client cannot. Hourly billing Sell VPS and dedicated server products by the hour. The hours are metered every hour and the client pays one usage invoice a month, after the month ends. Invoices Create, edit, send, print, split, cancel and refund invoices, understand the invoice statuses and how numbering, tax and PDFs work. Payment gateways and recording payments The 13 online payment gateways, what to enter for each, which need a webhook or have a sandbox, how Bank Transfer and manual payments work, and how to record a payment. Quotes Send a client a priced proposal they can read, adjust (packages and optional add-ons) and accept, which turns it into an invoice and an order. Renewals How services and domains are renewed: renewal invoices created by the daily automation, Renew now for clients, invoices you create, and what changes the next due date. Share an invoice or quote by link Send a private link by WhatsApp, SMS or email. The client opens an invoice and pays it, or opens a quote and accepts it, with no login. The link stops working by itself when the document is closed. Stripe Take card payments on invoices with Stripe Checkout. Where to get the keys, the webhook address and events to enable, how to test with Stripe's test cards, and how refunds work.