Contract collection modes

Every contract has a 'pricing model' (per-visit / monthly / annual) and a 'collection mode' (how money actually moves). Independent axes — combine them to fit how you actually run your business.

Auto-invoice each cycle (default)

Cron generates a draft invoice each visit. You review + send like any other invoice. Customer pays via Stripe link, BYOPL link, or however else they normally pay you. Best for: contractors who already use Plyrium invoices and want recurring service to feed into the same review-then-send workflow.

• Drafts auto-stamp with title 'Service name — date'.
• Due-date inherits your invoice-default settings (Settings → Invoicing).
• Line item is a single entry matching the contract's price.
• Linked back to the contract via service_contract_id — visible on the invoice's internal_notes for traceability.

Collect on site (manual)

Cron generates the visit but NO invoice. You handle billing in person — cash, check, Square reader, Venmo at the job site. Mark the visit paid via the existing record-payment flow on a manually-created invoice when you want bookkeeping to reflect it. Best for: lawn / pool / cleaning shops who collect at the door every visit and don't want emailed invoices cluttering the customer's inbox.

Autopay (Stripe subscription)

Stripe auto-charges the customer's saved card on the contract's monthly or annual cycle. Money lands in your Stripe-connected bank account automatically; you don't send invoices, the customer doesn't click 'pay' each cycle. See the dedicated autopay setup article for prerequisites + cycle management.

Switching modes mid-contract

Edit the contract from /portal/contracts/[id]. Switching to autopay only works if the customer has a saved card; switching FROM autopay automatically cancels the underlying Stripe subscription (with the cancel-mode you choose — see the autopay article).