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🔄 Recurring Billing

Status: 📅 Coming soon - Q2 2026
Priority: 🔴 REVIEW
The heart of the maintenance business


✅ What we ALREADY have (Billing Assistant)

Currently there is a billing assistant that allows:

  • ✅ Clients with configured monthly fee (monthlyFee)
  • ✅ Invoice fee + consumption + delivery notes together
  • ✅ Mass generation of invoices per period
  • ✅ Review before issuing

Current example:Screenshot: recurring-billing

Captura con datos demo AquaDemo.Capture with AquaDemo demo data.

2. Automatic Invoice Generation

The system will automatically create:

DateActionStatus
1st day of the monthGenerate draft invoiceAutomatic
1st day of the monthReview by administratorOptional manual
Day 2 of the monthBroadcast and send by emailAutomatic
Day 5 of the monthDirect debit collectionAutomatic

3. Management of Extras and Discounts

  • [ ] Add extra punctual services
  • [ ] Apply discounts for early payment
  • [ ] Regularize excessive consumption of products
  • [ ] Seasonal adjustment invoices

4. Collection Control


🔄 Types of Contracts

All Inclusive (All Inclusive)

  • Maintenance + products + minor repairs
  • Fixed monthly price
  • No surprises for the client

Maintenance + Material

  • Labor included
  • Products included
  • Repairs apart

Maintenance Only

  • Labor only
  • Products invoiced separately
  • More cost control

By Intervention

  • No monthly fee
  • Each visit is billed
  • For sporadic clients

📧 Automatic Communications

The system will automatically send:

MomentEmailSMS
New invoice generatedOptional
Expiration reminder (3 days before)Optional
Collection confirmationNo
SEPA rejection notice
Contract renewal (1 month before)No

🛠️ Advanced Settings

Seasons

Set different prices depending on time of year:

TEMPORADA ALTA (Junio - Agosto):
• Frecuencia: 5x semana
• Precio: +20%

TEMPORADA MEDIA (Abril, Mayo, Septiembre):
• Frecuencia: 3x semana
• Precio: Base

TEMPORADA BAJA (Resto):
• Frecuencia: 1x semana
• Precio: -30%

Loyalty

Automatic seniority discounts:

  • Year 1: Standard price
  • Year 2: 5% discount
  • Year 3+: 10% discount

❓ Frequently Asked Questions

"When will it be available?"

Forecast: Q2 2026. We are working to make it robust and reliable.

"What do I do in the meantime?"

You can use the monthly Billing Assistant to generate drafts in bulk.

"Is it integrated with SEPA?"

Yes, upon launching the functionality it will include automatic payment by direct debit.

"Can I temporarily pause a contract?"

Yes, for example to close a swimming pool in winter.


✅ Preparation Checklist

While recurring billing arrives:

  • [ ] Make sure you have the emails of all clients
  • [ ] Configure billing series
  • [ ] Prepare email templates
  • [ ] Check that the SEPA mandates are signed

🔄 Recurring billing will change your daily life

You will stop wasting time on repetitive tasks to focus on growing your business.

Full roadmap: Ver ROADMAP_ERP

Overview

Need help? soporte@poolcontrolpro.com