Overview
Once you’ve created a Level Billing Agreement, you can link visits to that agreement to track completed work on the schedule without generating separate invoices for those services.
This ensures all visits related to the agreement are documented properly while billing remains consistent with the fixed monthly rate.
Step 1: Create or Edit a Visit
Go to Team > Schedule.
Create a new Visit or Recurring Series of Visits, or open an existing one.
Select the Customer associated with the Level Billing Agreement.
Step 2: Link the Visit to the Agreement
In the visit details, find the Link this visit to a Level Billing Agreement dropdown.
Select the customer’s Level Billing Agreement from the list.
When selected:
The services listed on the Level Billing Agreement will automatically populate on the visit.
These services will be clearly marked as part of the Level Billing Agreement.
Step 3: Understand How Linked Services Work
Any services linked to a Level Billing Agreement will not generate separate invoices.
The only invoice generated for these services will be the recurring Level Billing Agreement invoice.
You can still add additional services to the visit that are outside of the billing agreement.
These extra services will generate their own invoice if the Invoiceable box at the top of the visit is checked.
Example
If your Level Billing Agreement covers Lawn Mowing and Edging, those services will appear automatically when you link a visit to that agreement.
If the customer later requests Mulching, you can add that service manually — it will generate a separate invoice since it’s not part of the agreement.
Tip
If you have multiple services with similar names, make sure you’re using the exact same service listed on the Level Billing Agreement.
Using a mismatched service name may cause it to generate a separate invoice unintentionally.