Overview

A Level Billing Agreement allows you to bill customers a consistent amount each month while still showing all services performed at their property.

This is ideal for businesses that provide ongoing maintenance services where the frequency of visits may vary but billing remains fixed.

What Is a Level Billing Agreement?

Level billing lets you charge a flat rate for a period of time—typically monthly—rather than per visit or service.

Example:
You’ve agreed to maintain John Doe’s lawn for $150 per month, regardless of how many times you visit.

Some months you may visit weekly, and others you may skip a week. With level billing, John still receives one invoice for $150 each month, and you can show all services completed under that agreement.

Step 1: Create a New Level Billing Agreement

Go to Finances > Level Billing.
Click the + New Level Billing button in the top-right corner.
Select the Customer for this agreement.
Enter an Agreement Number (this can be any internal reference code you prefer).

Step 2: Set Billing Frequency and Duration

Choose how often you want to bill the customer.
- Example: On the first day of each month.
Select the Start Date and End Date for the agreement.
Enter the Number of Invoices you want generated.
- For a year-long monthly agreement, enter 12 invoices (one per month).

You can also apply a Discount for the total agreement if applicable.

Step 3: Add Items & Services

In the Items & Services section:

Enter a name for the item(s) or service(s) included in the agreement.
Select which Items & Services should be part of this agreement.
- Any additional services performed that are not listed here will be billed separately.
Make sure the totals for each listed item or service reflect the total price of the entire agreement, not per visit.

Step 4: Review Billing Totals

The Each Invoice section shows how the total will be distributed across each billing period.
The Total of All Invoices section displays the total value of the entire agreement.

Use these sections to confirm that your totals and allocations are accurate before saving.

Step 5: Review Optional Settings

At the bottom of the page, you’ll find additional optional settings for customizing your agreement.

Close All Assigned Events Before Invoice Creation

When enabled, this setting will automatically close any linked visits associated with this agreement before invoice creation.

If the agreement is already active, enabling this will also close out any past linked visits that remain open.

Include Performed (Completed) Services to Invoice Description

This is a sunsetted setting that remains visible but currently has no function.

Automatically Create the Invoice for Me on the Date Selected Above

When enabled, Copilot will automatically create invoices at the billing frequency you set.

This eliminates the need to manually generate invoices each cycle.

Review these based on your business’s preferences before finalizing.

Step 6: Create the Agreement

Once all information has been entered and reviewed:

Click Create Now to finalize your Level Billing Agreement.
The system will automatically schedule and generate invoices based on your selected billing frequency and duration.