Feature Deep Dive: Automated Billing & Payments

Make Cash Flow Stress-Free with Industry-Leading Billing Automation

Have you ever spent hours manually processing payments, or chasing down declined cards? Have you ever tried to coordinate billing for dozens (or hundreds) of clients with different schedules and payment preferences? Then you know that billing can quickly become one of the most time-consuming aspects of running a service business.

That's exactly why we built one of the most robust billing platforms in the industry. Our automated billing and payments system is designed to keep your cash flow steady, reduce administrative overhead, and give your clients the flexibility they need to stay on track—all while adapting seamlessly to your unique sales process.

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The Foundation: Flexible Auto-Billing That Actually Works

At the heart of our billing system is truly customizable auto-billing. Unlike rigid platforms that force you into a one-size-fits-all approach, we support multiple billing models so you can choose what works best for your business: ‍

- Monthly Recurring Billing

Set up recurring charges on any day of the month that works for your business model. Whether you prefer billing on the 1st, the 15th, or any date in between, you have complete control.

- 28-Day Billing Cycles (Revolutionary for Service Businesses!)

Here's where we've solved a problem that's plagued service businesses for years: the inconsistency of monthly billing. When you bill monthly, you run into the "5th week problem"—some months have five Mondays, Tuesdays, or whatever day of the week you operate on. This creates scheduling headaches and makes it difficult to plan around holidays.

Our 28-day billing cycle eliminates this issue entirely. By billing every 28 days instead of monthly, you create a perfectly consistent rhythm that aligns with your weekly schedule. No more 5th week confusion. No more complicated holiday adjustments. Just clean, predictable billing that makes sense for how service businesses actually operate.

One of our clients switched to the 28-day billing cycle combined with our client-facing store, and grew their customer base by 15% in just three months. Want to learn more about why this model is such a game-changer? Check out our detailed webinar on 28-day billing cycles.

- Tuition Installments

Perfect for programs, courses, or longer-term commitments, our tuition installment option lets you break larger amounts into manageable payments. Set up the schedule once, and the system handles the rest automatically.

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Beyond Basic Billing: The Complete Package

While automated recurring billing is powerful on its own, we've built a comprehensive system that handles every aspect of your revenue operations:

- Service Packages & Custom Products

Create customizable packages that fit your exact offerings. Whether you're selling:

• Single sessions or multi-session packs

• Group class series

• Private instruction packages

• One-off events and camps

You can configure products that match your business model perfectly. Add tax percentages to your products as needed, set your own pricing structures, and create offerings that align with what your clients actually want to buy.

- Dual Purchase Paths

Your clients have busy lives, and they appreciate having options. With our platform, products can be:

• Purchased and scheduled by clients themselves through your client-facing store, giving them 24/7 access and saving you countless hours of administrative work

• Purchased and scheduled by you or your office staff when clients prefer a more hands-on approach or need assistance

This flexibility means you can serve clients who love self-service alongside those who prefer personal interaction—all within the same system.

- Integrated Calendar for Group & Private Classes

We support both group and private classes on one unified calendar—one of the best in the industry. This integration means your billing automatically syncs with your scheduling, eliminating double-entry and reducing errors. When a client books a class, the billing follows seamlessly. When they purchase a package, the system knows exactly how to apply it.

- Point-of-Sale Integration

Need to accept payment in person or on the spot? Our point-of-sale functionality integrates directly with the rest of your billing system, so whether a client pays online, in advance, or at your location, everything flows into the same streamlined process.

- Keeping Clients (and Their Payments) On Track

Even the best billing system is only as good as its ability to handle the real-world complications that come up:

- Easy Payment Method Updates

Clients can update their payment methods themselves whenever needed—no phone calls or emails required. This self-service capability reduces friction and keeps payments flowing smoothly.

- Automatic Decline Notifications

When a payment fails, your clients get immediate, friendly notifications so they can resolve the issue quickly. This proactive communication helps you maintain positive client relationships while minimizing revenue disruption.

- Flexible Fee Management

Need to charge additional fees for specific services or circumstances? Our system gives you the flexibility to add fees as needed, ensuring you're properly compensated for the value you provide.

- Security & Merchant Processing You Can Trust

Your clients' payment information is precious, and protecting it isn't optional. Our completely secure system connects to your merchant gateway using industry-standard encryption and security protocols. You maintain control over your merchant relationship while benefiting from our seamless integration.

Don't have merchant processing set up yet? We offer a partnership program to get you up and running quickly—and we can often beat your current merchant processing rate, putting more money back into your business.

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The Bottom Line: More Revenue, Less Work

Here's what automated billing really means for your business:

Time savings: Eliminate hours of manual payment processing each week. One client reported reclaiming 10+ hours per week after switching to our automated billing.

Improved cash flow: Consistent, predictable revenue from automated recurring billing means you can plan and invest in growth with confidence.

Better client experience: Self-service options, automatic notifications, and flexible payment methods make it easier for clients to do business with you.

Reduced errors: Automation eliminates manual entry mistakes and ensures billing aligns perfectly with your scheduling.

Scalability: As your business grows, your billing system grows with you—no need to add administrative staff just to handle payments.

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Ready to Transform Your Billing?

Whether you're currently wrestling with spreadsheets, juggling multiple systems, or simply want to spend less time on administrative tasks and more time serving your clients, our automated billing and payments platform is built to adapt to your sales process—not the other way around.

The best billing system is the one that works so smoothly you barely have to think about it. That's exactly what we've built.

Want to see how automated billing can work for your specific business? Reach out for a personalized demo where we'll show you exactly how to configure the system for your needs.

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