Billing & Subscriptions | The Business Lab

DEFAULT late fee & overdue reminders — each company can override in its row (runs automatically daily)

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Clients are never contacted automatically. When a payment isn't showing, it lands here for you to review first — record it if you already got paid, or send a reminder only after you confirm it's unpaid.

New Client Signup

Fill out the form below to generate and send a service agreement via PandaDoc. The client will receive an email with a link to review and sign.

Contract Template

Pick which PandaDoc contract to send. Edit or add templates in PandaDoc → Templates. Refresh list

New client — not yet in Stripe Existing client — already has a Stripe record

Client Information

Individual Company / Business

Monthly Retainers

Ongoing advisory — 12-month commitment, billed monthly

No retainer products found. Click Setup Service Catalog in the Products tab first.

Packages

Monthly subscriptions — billed on the 1st of each month

No package products found.

Enterprise — Custom engagement pricing

Add-Ons (One-Time)

Fixed-price add-ons — invoiced immediately on signing

No hourly products found.

Hourly Services (optional pre-auth)

Billed per session — invoiced within 15 days of completed work

No hourly products found.

Engagement Start Date

Payment Method

Autopay — Card
Card charged automatically on billing date Autopay — ACH Bank Transfer
Bank account debited automatically (lower processing fees) Invoice (Net-15)
Client pays each invoice manually within 15 days

Engagement Summary

Additional Notes

The client receives a Master Services Agreement via email. Once signed, a Stripe subscription is created automatically for the selected monthly services.