Recurring billing connects your maintenance contracts and routine service routes straight to invoicing. Conduit keeps the next job on your calendar ahead of time and creates its invoice on the day it’s due, delivering it (or charging it automatically, with Autopay) per the rules you set once on the schedule. Every widget below is the real Conduit screen, driven by a simulated Sullivan Electric account so every control actually works.
Time & Scheduling
Recurring Billing
Turn recurring maintenance and service schedules into automatic invoices. Set line items, delivery rules, and autopay once; Conduit drafts, delivers, and (with autopay) charges invoices on each occurrence day.
Lessons in this guide
StartCredit-card surcharge authorization
When card surcharges are enabled, each saved credit card needs separate authorization for eligible automatic charges of up to 3%, with lower applicable limits. Conduit’s 1% platform fee is excluded; debit and prepaid cards have no card surcharge. The customer’s autopay management link shows the exact terms and an unchecked authorization box. An old invoice-only mandate does not authorize an added surcharge: an eligible invoice instead needs the customer’s new authorization or payment through its invoice link.
For contractor-entered cards, confirm the signed agreement includes the displayed surcharge terms in addition to the existing payment authorization. A primary card’s authorization does not cover a backup or replacement card. Saving a replacement starts with its additional authorization unchecked. The examples below retain their original invoice-only mandates so you can practice the existing update and cancellation flow.
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