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.
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:
This is the part of the product that connects your scheduling activity to your financial process.
Cadence Calendar lets you shape how invoices appear to clients and how easy it is for them to pay.
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.
You can also customize the visual presentation of invoices. Common options include:
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.
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.
Auto-invoicing is helpful if you bill on a recurring basis, such as:
When you enable auto-invoicing, you can configure several settings:
These two billing modes affect when charges are applied:
Choosing the right mode depends on your business model and how you want your cash flow to work.
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.
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:
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.
