Recurring invoices
Recurring billing software that raises the invoice for you.
Each client's contract holds a fee and a monthly or quarterly period. Spodus drafts the invoice when each period opens; you check it and send it.
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CalendlyRecurring invoices in practice.
A contract holds what the client pays and how often, and the invoices follow from it.
Set the fee and the period once
Give a client's contract a fee, a billing period, monthly or quarterly, and the hours it includes.
Drafted when the period opens
With Auto-invoice on, the fee invoice is drafted on the day each period opens, whether or not anyone is signed in.
Hours over the allowance, on the same invoice
To bill puts each contract's fee, the hours over its allowance and any extras on one invoice, ready to check.
Change it once, the next one follows
Change the fee and the next period's invoice uses it.
It raises invoices. It never charges a card.
There is no card on file, no usage metering and no dunning.
Automated billing, wired into the rest of the business.
A contract here knows the quote it came from, the hours logged against it and the client it bills.
Quote accepted
Create contract turns it into a retainer.
Hours logged against it
The period's allowance fills.
Auto-send on
Each fee invoice is mailed as it is drafted.
More in Billing.
Each one is its own page, on the same records.
Recurring invoices, on your own data.
Bring a spreadsheet or an export to a demo and see it there.
Questions, answered
No, and we would rather be blunt about it. Spodus never charges a card. With Auto-invoice on it drafts the fee invoice when each period opens, and you check it and send it, or turn on Auto-send and it is mailed as it is drafted. The customer pays you however they already do and you record the payment against it.
Yes. Change the fee or the billing period and the next period's invoice uses it, while the current period bills the fee it opened with. To stop, turn off Auto-invoice or set the contract to Cancelled. Invoices already sent are left alone.
Monthly or quarterly, and different clients can be on different ones. A contract can also bill once for its whole term, which you raise from the contract rather than on a schedule. There is no yearly period.
No. SaaS billing platforms charge a stored card, meter usage and retry a failed payment. Spodus does none of that: it drafts the invoice on the schedule you set, for you to check and send. If you need metering or dunning, keep the billing platform for that and use Spodus for the CRM and the invoice record.
Yes, for the invoice half. An agency on retainers gives each client's contract its fee and period once, and the invoice is drafted when each period opens; you check it and send it. Logged hours count against the hours the retainer includes, and the overage is ready to bill on the same invoice. It does not charge the client's card.