Payment plans
Set up recurring or installment billing plans that charge a customer's card with their consent.
Where to find it: Money → Payment plans (/dashboard/money/payment-plans), or the Payment plans section on a customer's detail page.
A payment plan is a billing plan for one customer. It charges the customer's saved card on a schedule you define. A plan can repeat on an interval — every N weeks, months, or a custom number of days — or split a total into installments.
How to create and send a plan
- Open the customer's detail page and go to Payment plans, or open Money → Payment plans.
- Click New and build the plan: title, amounts, dates, and interval.
- Save. The plan starts as a draft. Drafts never charge anything.
- Click Send. The customer gets a secure link.
- The customer reviews the plan, enters a card, and accepts. This records their consent. The plan becomes active and charges run on schedule.
Statuses
| Status | Meaning |
|---|---|
| Draft | Not sent. You can edit freely. |
| Awaiting customer | Sent. Waiting for the customer to accept. |
| Active | The customer consented. Charges run on schedule. |
| Paused | You paused the plan. No charges run. |
| Awaiting re-consent | An edit raised the customer's cost. Charges wait for fresh consent. |
| Past due | A charge failed and retries ran out. Charging stopped. |
| Completed | The final payment succeeded. |
| Cancelled | The plan ended. This is permanent. |
Edits and re-consent
You can edit a plan while it is a draft, active, or paused. Only future, uncharged items are editable.
- A change that raises the customer's cost — a price increase, an added charge, or a date moved earlier — is adverse. The plan pauses, the old link stops working, and the customer gets an email with a new secure link. No further charge runs until they re-consent.
- A change that does not raise their cost applies silently.
- You cannot edit the interval itself. To change the cadence, pause or cancel the plan and create a new one.
Pause, resume, and cancel
- Pause an active plan. You can add a reason, and it is saved in the audit log.
- Resume a paused or past-due plan to make it active again. Resumed past-due items are retried.
- Cancel from almost any state. Cancelling is permanent and stops all future charges.
Failed charges
A failed charge retries automatically. When retries run out, the plan goes past due and charging stops. The customer gets an email with a secure link to update their card. When they add a new card, the plan becomes active again and the failed items are retried. You can also resume the plan yourself.
Good to know
- Every plan keeps an audit log: created, sent, accepted, edits, re-consent, pause, resume, cancel, payments, failed charges, link rotations, and card updates.
- The plan appears on your client's client page with the rest of their booking.