How to set up recurring billing

What it's for

Recurring billing enrolls a child in a program so Skooly raises their invoice automatically each cycle — weekly, monthly or quarterly. Set it up once and you stop creating the same invoice by hand every month.

Where to find it

Finance → Billing tab.

Step-by-step

1. Go to Finance → Billing.
2. Click New Enrollment.
3. Choose the child and the program they're enrolling in. The program's price

and billing cycle come from your Programs setup.

1. Confirm the cycle and start details, then save the enrollment.
2. The plan appears in the list with its cycle, amount, status and

next invoice date. Skooly generates each invoice automatically when it's due.

Tips & limits

• Set up your programs first (see *How to set up programs, fees and discounts*) —

the program you pick sets the price and cadence.

• The stat cards show Active Plans, Monthly Recurring revenue, **Total

Collected and the Next Invoice Run**.

• You can pause or cancel a plan from the list using the status filters — pause

when a family takes a break, cancel when they leave.

• For a single one-off charge, create a normal invoice instead (see *How to create and

send an invoice*).

Related articles

• How to set up programs, fees and discounts
• How to create and send an invoice
• Understanding the Finance dashboard