🔄 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:
Captura con datos demo AquaDemo.Capture with AquaDemo demo data.
2. Automatic Invoice Generation
The system will automatically create:
| Date | Action | Status |
|---|---|---|
| 1st day of the month | Generate draft invoice | Automatic |
| 1st day of the month | Review by administrator | Optional manual |
| Day 2 of the month | Broadcast and send by email | Automatic |
| Day 5 of the month | Direct debit collection | Automatic |
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:
| Moment | SMS | |
|---|---|---|
| New invoice generated | ✅ | Optional |
| Expiration reminder (3 days before) | ✅ | Optional |
| Collection confirmation | ✅ | No |
| 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