Billing
The Billing tab gives your customers a self-service hub for viewing invoices, paying bills, managing payment methods, and setting up autopay. All payment processing happens through your connected Stripe account.
What customers see
When customers open the Billing tab, they see:
Balance overview — Current amount due with the next invoice due date
Quick-access tiles — Shortcuts to Payment methods and Autopay settings
Payment method section — Saved card details (brand, last four digits, expiration) or a prompt to add one
Autopay toggle — Switch to enable or disable automatic payments for new invoices
Service plans — Active recurring service plans with pricing
Recent invoices — List of invoices with status badges (Paid, Due, Overdue, Void), expandable line items, and payment buttons
Payment plans — Active installment plans with progress tracking and pay-early options
Recent payments — Payment history showing amount, method, date, and status
What customers can do
Pay invoices — Click Pay now on any due invoice to pay through Stripe Checkout using an accepted method (credit or debit card, or bank transfer when ACH is available). To pay several invoices in one transaction, select multiple due invoices and pay them together
Add a payment method — Save a card or other accepted method using Stripe's secure form to pay faster in the future
Update or remove saved cards — Change card details or remove a saved method entirely
Enable autopay — Turn on automatic payments so new invoices are charged to the saved payment method on their due dates
Pay on payment plans — Make early payments on installment plans or pay the remaining balance ahead of schedule
Prerequisites
Customers can only use billing features after you connect your Stripe account via Stripe Connect in Settings. See Setting up billing for the connection process.
Customer card information is stored securely by Stripe, not in Chisel Tide. This means you never handle raw payment details directly.
Billing notifications — including invoice availability, payment confirmations, and payment plan updates — can be sent via text message if customers have opted in to SMS. Customers manage their notification preferences in the Account tab.
Benefits for your business
Reduced collections effort — Customers pay invoices on their own without calling your office
Improved cash flow — Autopay automatically charges saved cards on invoice due dates
Flexible payment options — Payment plans let customers spread larger bills over time while still paying you