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.
1. As of now (Oct 2024), passing card fees to customers automatically is not available. So if you plan to charge customers by card, add your surcharge to the storage price.
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.

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.

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.