Set up one client's charge

Clients with no charge yet show up in the yellow notice at the top of Payments → Clients. Hit Set up charge and pick the first due date and how often you charge: weekly, biweekly, monthly, quarterly, or semiannual. Notice period is how many days before the due date you want to see them as due soon — 3 by default, up to 30.

Amount, currency, method, and How they pay you come prefilled with your default setup, and whatever you don't touch keeps inheriting it: raise your default amount later and this client follows along. What you do edit here stays pinned to them.

Below the form you get a summary of when it falls due and how often it renews. Picking a date that already passed starts the charge late, on purpose. You can change any of it later with Edit charge, from the row's menu or from the client's page.