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. When money is owed, the balance shows a Pay $X button; if you have a saved payment method, the label includes it, such as Pay $125 by VISA •• 4242. When nothing is owed and autopay is off, it shows the actual amount (zero) with the message No balance due right now. When autopay is on and no amount is currently due, it instead shows the upcoming charge as Next charge. Plan-only balances instead show Scheduled and Next payment.
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. A card added here is set as the default and used for autopay and future payments. If the saved bank account (ACH) is revoked, the section shows a notice and a button to add a new payment method, and autopay is turned off until a valid method is saved.
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 using an accepted method (credit or debit card, or bank transfer when ACH is available). When you already have a saved payment method, the payment charges that method directly; Stripe Checkout is used when you enter a new payment method. 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 eligible outstanding invoices are charged to the saved payment method on their configured autopay charge date, which may differ from the due date
Pay on payment plans — Make early payments on installment plans or pay the remaining balance ahead of schedule
When your office bills all of your properties on one invoice, a single invoice can cover several service addresses. Each line item names the property it bills, sales tax can appear as several rows at different rates, and the invoice PDF shows all of the service addresses in a Service addresses block. Any account credit is applied only to the charges for the property it belongs to.
Contacting your office about a bill
The Billing page includes a Question about your bill? section so customers can reach your office when they have a billing question. It shows the phone number and email address you've provided for your company, plus a Direct Message option that's always available. Phone and email appear only when you've set them up; Direct Message works regardless.
Customers can also find your company's phone number and email in the Account tab and below the message composer in the Messages tab.
Prerequisites
Customers can view their billing information without a Stripe connection, but they need you to connect your Stripe account via Stripe Connect in Settings before they can make payments, add payment methods, or use autopay. 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 Service updates preference in the Account tab; billing notification preferences are controlled by your office.
Benefits for your business
Reduced collections effort — Customers pay invoices on their own without calling your office
Improved cash flow — Autopay charges an eligible saved card or verified bank account on its configured charge date, which may differ from the invoice due date
Flexible payment options — Payment plans let customers spread larger bills over time while still paying you