Enlivy

Billing Schedules

Recurring invoices for subscriptions, retainers and payment plans

Included in Billing Schedules €9.99/month

Each cycle, Enlivy issues the invoice at the agreed price, emails it to your client and charges the saved card. You see what is paid and what is still due.

Set up your first billing schedule

Free account, no card needed. The Billing Schedules pack is €9.99/month, excluding VAT, and you add it in the app.

The Billing Schedules list with each schedule's status and dates; names and totals blurred

FLEXIBLE BILLING

Subscriptions, payment plans, or both in one schedule

A billing schedule is one client's recurring billing. You choose its shape.

When your client accepts a proposal for a subscription or a payment plan and chooses how to pay, Enlivy creates the billing schedule at the prices they accepted. You can also set one up yourself, or import a subscription you already run in Stripe.

One schedule can mix shapes: a setup fee, a short intro period, then an open-ended retainer. You set it once.

  • Recurring subscriptions

    The same charge repeats on any cadence, weekly to yearly, with no end or until an end date.

  • Fixed payment plans

    A set number of installments, each with its own amount and date. Each one is invoiced on its date and charged when a card is saved.

  • Phased and mixed

    Step the price up or down across phases, or combine a one-off fee, an intro price and an ongoing subscription.

  • Run it in Enlivy, or keep it in Stripe

    Let Enlivy run new billing, or import the subscriptions you already run in Stripe. Enlivy keeps them in sync with Stripe, so nothing has to move.

EACH CYCLE

Each cycle, Enlivy invoices and charges the saved card

Set the schedule once. With the Billing Schedules pack, the same steps repeat every cycle.

Each cycle, Enlivy issues the invoice, numbered and taxed. Where a card is saved, Enlivy charges it through your own Stripe account, so the money goes straight to you.

Enlivy marks the invoice paid once Stripe confirms the payment. Clients who pay by bank transfer stay on the same schedule, and you confirm their payments.

  • Invoiced when due

    Every hour, Enlivy checks the active schedules and issues each invoice that is due.

  • The saved card, charged

    Enlivy charges the saved card when it issues the invoice, with nothing for the client to do. With the schedule's email notifications on, the client hears about each card charge three days before.

  • Your account, your money

    Charges run through your own Stripe account, so the money goes straight to you, never to Enlivy.

  • Missed confirmations caught

    Every hour, Enlivy checks Stripe for any card payment confirmation that went missing, so a paid invoice does not stay open.

  • Bank transfers and other payments

    For a bank transfer or any other payment, you mark the invoice paid yourself. With the Banking pack, you can also link the bank transaction to it.

Where did that money go?

Payments sit in folders, inboxes and spreadsheets, and nobody can say quickly what a client has paid.

  • What has this client paid?

    Without Enlivy: A client has paid you monthly for 8 months. How much in total, and what is still due? You should not have to dig through old records to answer.

    With Enlivy: One schedule shows every invoice and payment for the client, with the total paid and what is still due.

  • No view of the whole year

    Without Enlivy: You know this month, but what did this supplier cost you over the year? The records exist, spread across the year.

    With Enlivy: Each schedule keeps the whole history, so the yearly total is on the schedule itself.

  • Records in three places

    Without Enlivy: Invoices in one folder, receipts in another, confirmations in email. Answering "how much did we pay them?" means searching all three.

    With Enlivy: Invoices, receipts and payments sit on the schedule they belong to, as one running history.

  • Matching payments by hand

    Without Enlivy: Month-end means hours in a spreadsheet, matching payments to invoices and hoping the totals are right.

    With Enlivy: Enlivy marks an invoice paid once Stripe confirms the card payment. For a bank transfer, you mark the invoice paid, and you can link the bank transaction to it. The totals stay current without the spreadsheet.

Enhanced by Billing Packages

CLIENT SELF-SERVICE

What happens when a client changes their plan

Where you allow it, clients change, pause or cancel their plan in your client portal. Here is how Enlivy bills those changes.

  • Existing prices kept

    When a client changes plan, the items they already have keep their agreed price, currency and quantity, to the cent. You can raise list prices without changing what existing clients pay.

  • The preview matches the charge

    The "what will this cost me?" screen uses the same calculation as the charge, at the exchange rates in force at confirmation. The invoice shows the amount the preview showed.

  • Proration in one direction

    An upgrade charges only the difference for the time left, on one invoice. A downgrade never pays money back. Lines priced in another currency are converted first.

  • One package, many currencies

    Price the same package per currency, and bill each client in their own. If a rate is missing or out of date, Enlivy stops the charge instead of billing the wrong amount.

  • One charge per invoice

    Each charge is locked while it runs and carries its own key, so a double click, a repeated request or the hourly billing run cannot charge a client twice.

  • When a card is missing or declined

    Enlivy does not retry a declined card. Without a usable card, the schedule waits, and after three declined cycles in a row, billing stops. When the client adds a working card, billing resumes and Enlivy charges the unpaid invoices.

What clients can do, set per schedule

Each billing schedule follows the package’s rules or sets its own, so you decide what a client can change in the portal.

  • Change plan

    Use package default · Allow · Don't allow

  • Cancel subscription

    Use package default · Allow · Don't allow

  • Pause and resume

    Use package default · Allow · Don't allow

TRY IT

Change a subscription's terms

This is the real editor for changing package terms, from the Enlivy app. Open the drawer, add or edit a line, pick a proration mode and see the preview update.

Live preview

Interactive demo · loads on demand

CAPABILITIES

What a billing schedule does

Invoices, card charges, statuses and the documents behind each payment.

  • One list for every schedule

    See all billing schedules in one list: the ones you bill clients on and the ones suppliers bill you on, active and completed. Filter by direction, status, sender or recipient.

  • Visible email recipients

    See whether email notifications are on and which address receives them. A custom address can replace the client's, and CC addresses stay visible.

  • Invoices issued every hour

    Enlivy checks every active schedule each hour. When a payment is due, Enlivy issues the invoice, numbered and taxed.

  • Card charged without the client

    Enlivy charges the saved card when it issues each invoice, with nothing for the client to do. Each charge runs only once, so the same invoice is not charged twice.

  • Document linking

    Link invoices, receipts or payslips to the payments of any schedule. Enlivy fills in each payment's amounts, taxes and status from the linked document.

  • Flexible frequencies

    Weekly, every two weeks, monthly, quarterly, every six months or yearly. Open-ended or with an end date. Each phase can run a set number of times before the next one starts.

  • Multi-currency billing

    Quote in one currency, bill in another. Each cycle, Enlivy converts the invoice at the reference exchange rate for its date, with an optional conversion fee.

  • Status management

    Each schedule shows its status, including a hold for a missing card, for three declined cycles in a row, or for a pause. Set it to active or cancelled as agreements start and end.

  • Reuse and edit

    Copy a phase or a payment inside a schedule to set up similar ones faster. Edit active schedules as agreements change.

NOTIFICATION VISIBILITY

See who a schedule will notify

Enlivy emails each cycle's invoice only when the schedule's email notifications are on and your organization has connected a mailbox. The schedule shows the switch, the address that receives the emails and any CC addresses.

How to set up a billing schedule

  1. Create your schedule

    Choose the direction (money in from a client, or out to a supplier), the type (subscription or payment plan) and how often it bills.

    The new billing schedule form: direction, management type, bank account, sender and receiver, currency, payment method and status

  2. Link your documents

    Link invoices, receipts or payslips to the schedule. Enlivy reads their amounts, taxes and payment status, so you do not type the payment history again.

  3. See each payment land

    When an invoice is paid or a receipt is issued, the schedule shows it, so nobody chases statuses in a spreadsheet.

    A schedule's event trail: its status changed and updated by the system

  4. See the complete picture

    See the total paid, the payment dates, the pending invoices and where the schedule stands, on the schedule itself.

    A billing schedule with its status, its phases and the event trail of every change; names and amounts blurred

API reference

Billing Schedules from the API

Automate recurring revenue end-to-end. An app-managed billing schedule is run entirely by Enlivy: it generates invoices on the cadence you define, charges the saved payment method, and moves through its own statuses: pending, active, payment method required, payment failed, paused, completed and cancelled. You define the composition once; the engine bills it on schedule.

This reference covers app-managed schedules only. Enlivy also supports Stripe-hosted schedules, where Stripe owns the subscription and runs the billing. Those are managed on Stripe's side, so their creation and modification aren't covered here. You can compose an app-managed schedule two ways: from raw phases (your own recurring line items and cadence) or from a subscription billing package (a reusable template). The examples below cover both, plus listing, editing, reconfiguring, and cancelling.

Query your schedules with pagination, filtering, and full-text search. Filter by status, direction (outbound / inbound), sender, receiver, contract, bank account, or any of the date ranges (starts_at, ends_at, created_at, updated_at). Expand the phases and generated payments inline.

GET/organizations/<organization_id>/billing-schedules
# status: pending | active | payment_method_required | paused | cancelling | completed | cancelled
curl -G 'https://api.enlivy.com/organizations/<organization_id>/billing-schedules' \
  --data-urlencode 'page=1' \
  --data-urlencode 'limit=20' \
  --data-urlencode 'status=active' \
  --data-urlencode 'direction=outbound' \
  --data-urlencode 'include=receiver_user,phases,payments' \
  --data-urlencode 'include_meta=navigation' \
  -H "Authorization: Bearer $ENLIVY_API_TOKEN" \
  -H 'Accept: application/json'

Where it fits

Part of these setups

Each page follows one way of selling and shows what your client does, which features you use and what they cost.

Works together with

Proposals, contracts, invoices and payments

Set up your first recurring invoice

Start from a package your client accepts, or set up a schedule for a client you already bill.

Set up your first billing schedule Find your setup
  • Free account, no card
  • Billing Schedules pack €9.99/month
  • Prices exclude VAT