Managing recurring payments manually is time-consuming and prone to errors. Billing Schedules in Enlivy help you automate, track, and manage payments in a structured way.
Whether you’re billing clients monthly for a subscription, splitting a large invoice into installments, or scheduling internal payments like salaries, Billing Schedules give you full visibility and control.
It’s like having a payment autopilot, with flexible schedules, automatic Stripe integration, and real-time status updates.
With Billing Schedules, you can:
- Automate recurring payments using Stripe
- Track incoming & outgoing billing without manual reminders
- Link related contracts, invoices, and receipts
- Keep payment statuses updated in real-time
What Exactly is a Billing Schedule?
A Billing Schedule is a payment plan. It defines:
- Who pays whom (sender & receiver)
- How often payments happen (frequency)
- What documents are attached (invoices, receipts, payslips)
- How payments are made (Stripe, Bank Transfer, Cash)
- When the schedule starts and ends
When Should You Use Billing Schedules?
You can use Billing Schedules for incoming payments (from clients) or outgoing payments (to vendors/employees).
Here are common scenarios:
Recurring client subscriptions
- Charging clients for SaaS services
- Collecting monthly retainers for ongoing projects
- Charging rent for office space
Splitting a project that has multiple invoices into multiple installments
- A €5,000 project invoice paid in 5x €1,000 installments
- A vendor allowing you to pay in chunks
Internal recurring expenses
- Paying monthly salaries
- Paying regular vendor contracts (e.g., hosting, licenses)
- Managing employee benefits (like gym memberships)
Think of it like this:
Subscription = repeating forever (until cancelled)
Payment Plan = fixed number of payments, then done
How Stripe Integration Helps
If you connect your Stripe account to Enlivy, Billing Schedules become even more powerful:
- Automatic Charging: Enlivy creates payment intents in Stripe and charges clients on the scheduled date.
- Real-time Updates: Payment status instantly syncs back to Enlivy.
- Reduced Manual Work: No more reminding clients manually, Stripe handles it.
Step-by-Step: Creating a Billing Schedule
Let’s go step by step with extra details and examples.
Open Billing Schedules
From the left sidebar menu, go to Billing Schedules:
Add a New Billing Schedule
A new form opens where you’ll define the schedule details
Click the + Add Billing Schedule button (top-right)