- 1
open the client and find billing rule
in the header strip below the name, the billing rule chip sits next to the lifecycle status.
- 2
pick the rule
per-visit = invoice each time you do work. monthly = recurring retainer or service plan. manual = you'll handle it case by case.
- 3
the rule travels with the client
every invoice and job pulls the rule for context. helpful when a teammate is working with a client they haven't billed before.
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