Quick Explainer Video
Key Steps
Go to the right side of the Storage job and click on "Recurring Invoices."
Note: Before you can set up a recurring invoice, make sure to set a monthly price for the job (e.g., $100).
Schedule the recurring invoice by selecting the start date (e.g., 1st of the month) and optionally an end date.
Choose whether to set up auto pay by toggling the option on or off. If you do not set up auto pay, the customer will receive an invoice by email to pay each month. You'll receive a notification when they pay.
If setting up auto pay, enter the payment details (e.g., card information) and schedule auto pay. If a customer has already paid for storage, Chariot will save their card on file for easy use.
Review and confirm the recurring invoice setup. Note: Customers can enable the 'Card on File' feature for seamless future transactions; card details entered during their initial payment will be securely stored.
Manage Settings for Credit Card Fees
Card fees (if enabled) are passed to customers on storage invoices automatically, so you do not need to add your surcharge to the storage price.
However, if you elect to pass card fees on moving jobs but *not* on storage jobs, you have the option to waive card fees for storage customers. In order to do this, there are two settings that you can enable to accomplish this.
Find these in Settings > General > Payment and Billing Settings
To ALWAYS waive card fees by default, toggle on Waive Card Fees on Storage Jobs by default. When turned on, this setting will always exclude credit card fees on storage invoices without any further action required.
If you prefer to waive card fees on a per-job basis, but waive card fees by default on all storage jobs, navigate to Settings > General > Payment and Billing Settings to enable:
Allow Users to Waive Card Fees on a Per Job Basis, and
Waive Card Fees on Storage Jobs by default
You will then have a drop-down menu on your storage jobs where the default is set to waive card fees, but you can select "Apply" on a per-job basis.
If you prefer to waive card fees on a per-job basis, but not to waive card fees by default on all storage jobs, navigate to Settings > General > Payment and Billing Settings to enable:
Allow Users to Waive Card Fees on a Per Job Basis
You will then have a drop-down menu on your storage jobs where the default is set to apply card fees, but you can select "Waive" on a per-job basis.
Cancelling a recurring invoice
Click the 3 dots next to the recurring invoice, and then "Set End Date". Set an end date before the next invoice is set to go out.
Changing the price of a recurring invoice
Today, you cannot edit the price of a recurring invoice that you've created.
Instead, set an end date for the existing recurring invoice, and schedule a new one using the steps above.- When creating a new recurring invoice, ensure updated card information is included if needed. Customers can enable the 'Card on File' feature to streamline future transactions, although this won't retroactively apply to previously stored card information.
Manual Invoicing for Infrequent Storage Billing
If you do not operate a regular storage service but need to bill a few customers monthly, Chariot supports a manual invoicing approach. Follow these steps:
Create a New Result Monthly:
Go to the job, navigate to the Results tab, and click "+ Result."
Disable Hourly Rates:
Ensure that hourly rates are disabled and skip recording work times as they are not relevant.
Add the Monthly Fee:
Input the monthly storage fee as a line item.
Send the Invoice or Payment Link:
Deliver the invoice or payment link to the customer.
Repeat Monthly:
Repeat this process for each month you need to bill the customer.