Recurring Billing

01How it works

Three pieces move together:

1. The schedule defines the customer, cadence, and work to be done.
2. The generated job is the actual visit your crew sees on the calendar.
3. The invoice is created from the schedule’s billing template when the job generates.

If auto-invoice is on and the schedule has a billable amount, Conduit creates a draft invoice, adds the template line items, recalculates tax and total, then delivers it per the delivery setting.

02Schedule billing template

Open any recurring schedule — new or existing — and scroll to the billing section.

1. Auto-invoice toggle. Turn it on to create an invoice every time a job generates.
2. Delivery. Choose how the invoice is sent:
   • Create draft only. No automatic send; review and send manually.
   • Send by email. Email the invoice when the job generates.
   • Send by text. SMS the invoice to the customer.
   • Send by email + text. Both channels.
3. Invoice amount. Derived from line items when present. Otherwise enter a single flat amount.
4. Line items. Add one or more lines with name, description, quantity, unit price, and taxable flag. Line items take precedence over a flat amount.

03Custom every-N frequencies

Beyond weekly, biweekly, monthly, quarterly, and annual cadences, you can build custom frequencies such as “every 10 days” or “every 6 weeks.”

1. In the schedule form, open the Frequency dropdown and click Create custom.
2. Enter the interval and unit: days, weeks, or months.
3. Add an optional label so the cadence reads clearly in the list (for example, “Every 10 days”).
4. Save the custom frequency; it becomes available on this and future schedules.

The schedule summary updates automatically, for example “Every 10 days at 09:00.”

04Auto-invoicing on job generation

A background job checks active schedules daily. When the next occurrence falls within the schedule’s generate days ahead window, Conduit:

1. Creates the job with the schedule’s title, type, priority, assignee, and scheduled time.
2. If auto-invoice is enabled and the billable total is greater than zero, creates a draft invoice.
3. Adds the schedule’s line items (or a single flat line) to the invoice.
4. Recalculates tax and total using the company’s default tax rate and payment terms.
5. Delivers the invoice per the delivery setting, or leaves it as a draft if the customer blocks notifications.

You can also force this immediately with Generate Now from the schedule list or detail page.

05Schedule detail page

Click any schedule in the Recurring list to open its detail page.

1. Header. Title, status badge, and auto-invoice badge.
2. Pause / Resume. Temporarily stop or restart generation. Paused schedules keep already-generated jobs and invoices.
3. Edit. Opens the schedule form to change cadence, line items, delivery, or assignee.
4. Generate Now. Force-creates the next job and invoice immediately.
5. Jobs tab. Lists every generated job with its status and scheduled date.
6. Invoices tab. Lists invoices created from this schedule, with number, status, due date, and total.

06Calendar overlay

Generated jobs and future occurrences from active schedules appear on the calendar. Recurring occurrences show as dashed-border chips with a repeat icon. Clicking an occurrence chip opens the schedule; clicking a generated job chip opens the job.

See the Calendar guide for month, week, and day navigation.