Monthly bills and payment plans
Stop writing the same bill every month.
Set up repeat invoices or a fixed payment plan for an agreed amount. Useful for regular fees, rent, memberships or paying off a purchase over time.
Step-by-step guide
Set up monthly bills or instalments
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Set up monthly bills or instalments
Spoken narration Sending the same bill again?
Choose the dates and check the plan.
Check the details before you act.
Visible content (not all spoken; examples remain illustrative) Send a bill each month. Send a bill each month. Illustrative example Today: E500. First invoice when you confirm. One month later: E500, next scheduled invoice. Month after: E500, repeats while enrolled. Invoices, not automatic debits. Preview only: nothing sent or enrolled. Open Assistant. Type the monthly bill. YeboPay · 1 of 5 Open Assistant. Type the monthly bill. Illustrative example Type this message: Bill Sipho E500 rent each month. Then choose: Send message Check the customer, amount and frequency. YeboPay · 2 of 5 Check the customer, amount and frequency. Illustrative example Customer: [email protected] Amount: E500 Repeats: Every month Check when the first invoice will be sent. YeboPay · 3 of 5 Check when the first invoice will be sent. Illustrative example Today: E500. First invoice when you confirm. One month later: E500, next scheduled invoice. Month after: E500, repeats while enrolled. Invoices, not automatic debits. Preview only: nothing sent or enrolled. Choose how many instalments are needed. YeboPay · 4 of 5 Choose how many instalments are needed. Illustrative example School fees total: E1,500 Instalments: 3 monthly invoices Each invoice: E500 Check the plan before you confirm it. YeboPay · 5 of 5 Check the plan before you confirm it. Illustrative example Customer: Sipho Demo Schedule: Check dates and amounts Setup: Not confirmed in this example
Video and transcript in English. Examples use sample details.
What you can do
Monthly bills and payment plans
Repeat the bill
Choose how often an invoice should be created instead of starting again each time.
Agree a fixed plan
Set a total and a number of payments for a purchase paid over time.
Keep control of the schedule
Check the plan and use its supported pause or cancellation actions when circumstances change.
Use the assistant or connect through the API. Review the schedule and customer details before confirming it. Pause or cancel an enrolment when needed.
For example
A service business can set a monthly invoice for its maintenance customer, review the dates and then follow each bill’s payment.
A plan template does not enrol a customer or prove payment. Invoice plans ask the customer to pay each bill. Automatic charging requires a supported saved payment method and an eligible active account; it is not available for every payment method.
Features
More from YeboPay
Bank payments and proof
Keep a customer’s bank slip, payment details and invoice together. YeboPay helps read the proof so you can review the amount, reference and date.
Receipts and part payments
Keep confirmed payments and their receipts with the invoice. If part payments are allowed, follow each payment and the amount still left to pay.
Pay people
Prepare the people your business needs to pay, check the amounts and follow the result for each recipient.