Invoices and billing settings

The Invoices section in Cadence Calendar is one of the most important parts of the Settings experience because it controls how your billing workflow operates. This area is where you decide how invoices are presented, which payment methods are available, and whether recurring invoicing should run automatically.

What this section controls

Invoice settings influence both the appearance of your invoices and the mechanics of how they are created and paid. You can use this section to:

• configure payment options for invoices
• choose whether payment links are shown on invoices
• add or change invoice payment information
• control invoice branding such as accent color and footer text
• enable auto-invoicing for recurring billing cycles

This is the part of the product that connects your scheduling activity to your financial process.

Payment options and invoice presentation

Cadence Calendar lets you shape how invoices appear to clients and how easy it is for them to pay.

Payment links and payment information

If your setup supports it, you can include payment links or payment information directly on invoices. This helps reduce friction because the client can move from invoice to payment without needing extra instructions.

Invoice appearance

You can also customize the visual presentation of invoices. Common options include:

• invoice accent color
• invoice footer text
• payment details shown on the invoice

These settings matter because invoices are often part of the client-facing experience. A clearly branded invoice creates a more professional impression and makes it easier for clients to understand what they are paying for.

Auto-invoicing

One of the most powerful features in this section is auto-invoicing. Auto-invoicing automates the recurring billing process so you do not need to manually create invoices for each cycle.

When auto-invoicing is useful

Auto-invoicing is helpful if you bill on a recurring basis, such as:

• monthly lesson packages
• subscription-style lesson billing
• recurring studio charges
• scheduled invoice runs for ongoing accounts

Main auto-invoicing options

When you enable auto-invoicing, you can configure several settings:

• enable or disable the feature
• choose a recurring send date
• choose a billing cycle start date
• choose a send time
• choose invoice frequency, such as weekly, monthly, or yearly
• choose whether the invoice is prepaid or postpaid
• choose how many days after sending the invoice the balance is due
• decide whether balance-forward billing is used

Prepaid vs postpaid

These two billing modes affect when charges are applied:

• Prepaid means you bill for lessons or services that are scheduled in the future.
• Postpaid means you bill for lessons or services that have already occurred.

Choosing the right mode depends on your business model and how you want your cash flow to work.

Balance forward

Balance-forward billing carries an outstanding balance from one invoice cycle to the next. This is useful when you want a recurring invoice to reflect previous unpaid amounts rather than resetting the balance each period.

Previewing invoice runs

Before relying on auto-invoicing, you may be able to send a preview. This is helpful because it lets you confirm the invoice content and timing before the automated process begins.

Previewing is especially valuable when you have just adjusted:

• frequency
• billing dates
• send times
• due dates
• payment preferences

Best practices

• Keep invoice payment details easy to understand and easy to find.
• Use branding elements consistently so invoices feel aligned with your studio identity.
• Review auto-invoicing settings carefully before turning it on for production billing.
• Use preview emails to check your billing logic before letting it run automatically.
• Choose a billing mode that matches how your studio collects payments.

Summary

The Invoices and billing settings area is where Cadence Calendar turns scheduling activity into a repeatable financial workflow. Whether you are sending one-time invoices or running automated recurring billing, this section gives you the controls needed to keep the process accurate and professional.