1. Go to the client's Bills tab
Inside the client's profile, click the Bills tab, then go to the Plan sub-tab.
2. Create a new plan
Click New Plan to open the New billing plan window.
3. Choose the plan type
Fixed amount — use this when you know the total amount to charge the client. It's split into installments, and can include an initial payment.
Recurring — use this for an ongoing monthly charge with no fixed total; it continues until cancelled or until an agreed end date.
4. (Optional) Free plan
Toggle Free plan if you only want to track the client without charging them. When enabled, this is tracking-only and disables the configuration fields below.
5. Fill in the billing configuration
For Fixed amount:
Total service amount — the full amount to be charged
Initial payment (optional) — an upfront payment, if applicable
Number of installments — how many payments the total will be split into
Frequency — how often installments are charged (e.g., Monthly, every 30 days)
First charge date
For Recurring:
Amount per period — the recurring charge amount
Plan end — choose an end date, or leave as Indefinite
Initial payment (optional)
Frequency — how often the client is charged
First charge date
6. Create the plan
Click Create to save the billing plan.
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