Create Agreement
Define the total value and payment schedule
Go to the Finance tab → Level Billing Agreements and create a new agreement. Select the customer, enter the total contract value (say $3,600 for the year), choose the number of payments (12 for monthly), pick the billing day of the month, and set the start date. LawnPro calculates the monthly payment amount automatically—$300/month in this case. The agreement is created and ready to generate invoices on schedule.
Link Visits
Tie service visits to the agreement
When you create single or recurring visits for that customer, use the level billing dropdown to link the visits to the agreement. This connects your service delivery to the contract so you can track what's been done against what was promised. The visits show up on the schedule like normal—the crew doesn't see anything different. But behind the scenes, each completed visit is tracked against the contract.
Auto-Invoice
Invoices generate themselves every month
LawnPro generates the monthly invoice automatically on the billing day you specified. The customer gets the same amount every month—regardless of how many visits happened that month. In summer you might mow every week; in winter you might not visit at all. The invoice is the same. If the customer has auto-charge enabled, the card charges the moment the invoice is created. If not, the invoice sends by email or text and the customer pays through the portal.
Manage & Extend
Track status, extend, or cancel—all in one place
Each agreement shows its status, payment history, remaining balance, and linked visits. When a contract is approaching its end, you can extend it to add more payments and continue the arrangement without creating a new agreement. If a customer needs to cancel, LawnPro supports soft cancellation—the contract status updates and any remaining balance stays visible. You see every active, completed, and cancelled agreement in one dashboard.