Learning Hub · Policies
Invoicing Policy
What does this policy do?
The invoicing policy controls when invoices are generated, how long clients have to pay, and whether the system automatically sends invoices and reminders. This lets you run a hands-off invoicing workflow.
How automated invoicing works
The system generates invoices at a set time before the end of each month, covering all confirmed bookings in that period.
Invoice generation date
Set how many days before month-end invoices are created (e.g. 7 days = invoices generated on the 24th for a 31-day month)
Payment terms
How many days clients have to pay after the invoice date (e.g. 14 days)
Auto-send
When on, invoices are emailed to clients automatically — no manual action needed
Booking reminders
Separate from invoices: sends a reminder email the day before and/or on the day of each booking
Minimum invoice amount
Invoices below this amount won't auto-send (prevents tiny invoices cluttering clients' inboxes)
Example monthly invoice timeline
Invoice Date: 7 days before month end, Payment Terms: 14 days, Auto-send: On
📄
24th
Invoices generated for all January bookings
📧
24th
Auto-sent to clients via email (PDF attached)
🔔
6th Feb
Payment reminder the day before it is due (then on the day, and while overdue)
💰
7th Feb
Payment due date (14 days later)
What the client receives
Click each scenario to see the result and email preview
Auto-send is ON and invoice is generated
The client receives an email with an attached PDF invoice listing all their confirmed bookings for the month, totals, and the payment due date.
Invoice #INV-2025-001 from Your Pet Sitter
to: client@example.com
Please find attached your invoice for January 2025. Total: £185.00 Due by: 7 February 2025 Bookings included: • Bella — Boarding 5 nights (6–11 Jan) • Bella — Daycare 3 sessions (15, 17, 22 Jan)
Booking reminder (day before) is ON
The client gets a friendly heads-up the day before each booking.
Reminder: Bella's Boarding Tomorrow
to: client@example.com
Just a reminder that Bella's boarding stay begins tomorrow (15 January). Drop-off time: 9:00 AM. Please ensure you bring Bella's food, medication, and favourite toy.
Tips & best practices
7 days before month-end with 14-day terms is a popular setup — clients get time to pay.
Turn on auto-send to save yourself manual emailing each month.
Use the minimum invoice amount (e.g. £5) to prevent invoices for very small amounts.
Booking reminders improve client experience and reduce no-shows.
Learning Hub • Invoicing Policy