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Overview - Billing Profiles
Overview - Billing Profiles
Updated over a year ago

Billing Profiles are groups for the cadences in which all customers are billed. Billing profiles make it easier to create, send, and track invoices in bulk.

Available cadences:

  • Monthly

  • Bimonthly

  • Quarterly

  • Every 4 months

  • Every 6 months

  • Annually


Under 'Settings', click 'Billing', add 'Billing Cycles' to make the above cadences available when setting up billing profiles (see screenshot).

Note: Only create those that are relevant to your business model.

Then, set up billing profiles by following the directions in the following help article.

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