Set up billing and payment reminders

What you need before you start

• Your active plan or billing details.
• The invoice format your studio prefers.
• Any payment provider details you want to connect later.

How to keep billing organized

1. 1Set your invoice template and company details.
2. 2Choose when payment reminders should go out.
3. 3Confirm who owns follow-up for overdue invoices.

What to check after setup

• Confirm that reminder timing matches your sales cycle.
• Make sure the team knows where to find each invoice.
• Review the payment status once a week.