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Overview - Billing Profiles
Overview - Billing Profiles
Updated over 10 months 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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