Recurring billing, retainers, and payment links

Which time entries count against a retainer? Use Counts to decide whether eligible time uses the current retainer allowance.
How do I edit or delete a payment link? Change a reusable offer for future buyers and keep earlier purchases separate.
How do I review retainer hours, carryovers, and extra work? Review the period’s hours before deciding whether extra work needs a separate charge.
How do I preview a payment link and find the buyer's invoice? Check the reusable offer as a buyer, then find the invoice from a completed purchase.
How do I pause or finish a retainer? Pause future retainer activity or finish the arrangement after reviewing the current period.
How do I create a recurring invoice schedule and check its next date? Create a repeat schedule with the intended customer, amount, dates, and delivery choice.
How do I pause or cancel a recurring invoice schedule? Stop future repeats while keeping generated invoices and their payment history available.
Where can I find invoices created by a recurring schedule? Find the actual invoice generated by a recurring schedule before recording payment or making a correction.
How do I change the price or billing date for future recurring invoices? Review future terms before changing a recurring price or billing date.
Why was my recurring invoice not created? Check the schedule and its last occurrence before creating a replacement invoice.
How can customers update their subscription payment method? Use the customer’s existing subscription payment flow when its provider offers an update action.
How do I set up a monthly retainer with included hours? Combine a monthly fee with an included-hours allowance for selected projects.
How do I create a reusable payment link? Let several buyers use the same offer. A completed checkout gets its own invoice.
How do I combine one-time and recurring items on an invoice? Keep the setup fee on its own line and add repeat settings only to the ongoing service.
What is the difference between recurring invoices and automatic payments? A schedule creates repeating invoices. Automatic collection also needs a supported gateway and the customer’s approval.