Recurring plans and automatic payment

A plan bills a client on a schedule. Start one from the client's Billing panel with New plan, from a blank plan or a saved plan template (for example Gold, monthly).

What a plan holds

• Price lines, and how often it bills: weekly, monthly, quarterly or yearly.
• How long it runs: until someone ends it, for a number of payments, or until a date.
• Whether the client can end it themselves from their billing page, choosing one of your reasons.

Each period, Navalo makes the invoice and sends it. A period is never billed twice.

Automatic payment

• Tick Charge the client's saved card automatically. The client must save a card first: Navalo emails them a link to add one, and keeps billing by link until they do.
• Stripe must be connected and its checklist confirmed. See Getting paid with Stripe.
• Clients who pay automatically get no reminder emails, only receipts.
• If a payment keeps failing, the plan pauses, or keeps invoicing and leaves the invoices unpaid. You choose per plan.

Changing and ending

• A change to the price lines starts with the next period. This period stays as it is, and the client gets an email.
• End plan ends it at the end of the current period; the plan does not renew. A paused or ended plan can be reactivated.

Plans

Recurring plans and automatic payment come with the Business plan.