Money in and out · Money in

How do I set up recurring or contract billing?

ComputerOpen Get Paid, then Contracts and New contract.
PhoneOpen Get Paid, then Contracts and New contract.

A recurring customer is two records that DeskOps keeps linked. The contract (Get Paid → Contracts) is the money: the amount, how often it bills, when the first invoice goes out, and whether each invoice is emailed automatically or waits as a draft for you. The plan (Jobs → Plans) is the work: who goes, which days, how long — each visit lands on the Schedule as its own job. Start the contract first; its record offers Book its visits, which opens the plan with the customer and the contract already chosen, and the plan's Bills through field points back at the contract. Pausing or cancelling one does not touch the other, and both confirmations say so.