Payments & Invoicing
Set up recurring billing
For clients you bill the same amount every week or month, set up automatic billing once and Chester charges their saved card on schedule.
The short version
- Open the client's profile and start automatic billing.
- Set the amount, frequency, and billing day.
- Send the client an opt-in link to save their card.
On the web
- Open the client's profile and, in the Billing card, click Automatic Billing.
- Set the billing amount, frequency (weekly, bi-weekly, or monthly), and the billing day.
- Click Send opt-in to client. They get a link to save a card; once they do, billing runs automatically.
You can pause, resume, resend the opt-in, or cancel the schedule any time from the same screen.
Good to know
- Set this up on the web. Automatic billing is managed from the client's profile on the website.
- Clients opt in. Chester sends the client a secure link to save their card before any charge - you're never entering card details yourself.
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