Home Account & Billing Understanding Schedly's Billing Cycle and Invoices

Understanding Schedly's Billing Cycle and Invoices

Last updated on Jul 07, 2026

Overview

Schedly provides a seamless experience for managing your billing cycle and invoices. Whether you're an individual user or managing an organization's account, understanding how to access and handle billing information is crucial. This article guides you through viewing, downloading, and managing your invoices, as well as updating billing information.

Prerequisites

  • Ensure you have an active Schedly account.
  • You need to be an Admin or Member with permission to view billing details.

Step-by-Step Instructions

Access Billing Information

  1. Log in to Your Schedly Account: Navigate to the Schedly login page. Enter your credentials or choose your preferred sign-in method.
  2. Navigate to Billing Settings: Once logged in, click on Settings in the main navigation menu.
  3. Select Billing: In the settings menu, click on Billing to view your billing dashboard.
  4. View Billing Summary: Here, you'll find an overview of your current billing cycle, previous payments, and any outstanding invoices.

Understanding Schedly's Billing Cycle and Payment Terms

  • Billing Cycle: Schedly operates on a monthly billing cycle, charging users for the upcoming month based on their plan selection.
  • Payment Terms: Payments are automatically deducted using the payment method on file on the first of each month.

Viewing and Downloading Past Invoices

  1. Go to the Invoices Section: Within the Billing dashboard, locate the Invoices tab.

  2. Select an Invoice to View: Click on any listed invoice to open and view detailed billing information.

  3. Download an Invoice: When viewing an invoice, click the Download button to save it as a PDF for your records.

    Invoice Example

Updating Billing and Payment Methods

  1. Update Payment Method: In the Billing section, click on Payment Method. Enter your new card details in the required fields and click Save.
  2. Change Billing Address: Navigate to Account Information and update the billing address fields as needed. Click Save Changes to apply.

Key Details & Limits

  • Plans: Aligns with your selected billing plan (Basic at $10/month, Pro at $25/month, Enterprise with custom pricing).
  • Supported Payment Methods: Credit cards including Visa, MasterCard, and American Express.
  • Invoice Download Format: PDF only.
  • Billing Data Viewing: Limited to Admins and authorized Members.

Frequently Asked Questions

  1. How do I recover a failed payment?
    • Update your payment method and attempt the payment again in the Billing section.
  2. Can I switch billing plans mid-cycle?
    • Yes, but the changes will take effect in the next billing cycle.
  3. What if I don't receive my invoice?
    • Ensure your email address is correct under Account Information and check spam/junk folders.
  4. How do I add multiple payment methods?
    • Currently, Schedly supports adding one primary payment method.
  5. Can I receive a printed invoice?
    • Download the invoice as a PDF and print it using your printer.

Troubleshooting

Invoice Not Downloading: Ensure your pop-up blocker is disabled or allow downloads from Schedly.

Payment Method Not Updating: Make sure to fill out all required fields and have a stable internet connection when saving new payment details.

Related Topics

  • Managing Team Members in Schedly: Explore how to add or remove members in your organization.
  • Schedly's Event Type Configuration: Learn to create and modify event types for bookings.
  • Schedly API & Developer Tools Guide: Understand how to integrate Schedly's APIs into your workflows.