Getting started

How to choose your billing day and billing mode

Your billing settings decide which day PawLoop uses to work out what's due and whether that covers work already done or work coming up.

Open Business settings

In the sidebar, go to Settings, then the Business tab. Your billing settings are in the Billing cycle card.

Choose your billing mode

Select Billing mode: choose "In arrears — bill after the work" to bill for work completed up to your last billing date, or "In advance — bill for the period ahead" to bill for work up to your next billing date, plus anything still unbilled.

Choose your primary billing cycle

Select Monthly or Weekly as your Primary billing cycle. This is the default used for all clients unless you set an individual client on their own cycle.

Set the billing day

If you chose Monthly, pick a Billing day of the month between 1 and 28.

If you chose Weekly, pick a Billing day of the week — work done on or before this day counts as due.

Set the alternative day under Advanced settings (optional)

Expand Advanced settings to set the day PawLoop would use if an individual client is switched to the other cycle from their own profile.

Save your billing settings

Click Save billing settings. You'll see a confirmation once it's saved.

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