When adding a service to a proposal, you can control when automatic billing begins. This helps you align charges with your agreement terms, onboarding timing, or client expectations.
Anchor offers four billing start options. Each option affects when the first invoice is issued and whether prior periods are billed.
Starting on the next billing day (default)
Billing starts on the next scheduled billing day after the agreement takes effect.
If the proposal is accepted on the billing day → an invoice is issued immediately.
Charges for periods before acceptance are not included.
Starting on a specific date
When the start date is in the past, charges for prior periods are invoiced when the proposal is accepted.
When the start date is in the future, billing starts on that future date.
If the proposal is accepted after the chosen start date, charges for missed periods (if any), will be invoiced upon approval.
Learn more about setting a billing start date for a service here
Starting on proposal acceptance / on agreement effective date
This option is available for services billed upfront.
if the agreement effective date is "On acceptance" or in the past - the service is billed immediately upon acceptance, regardless of the regular billing day.
if the agreement effective date is in the future - billing starts on that effective date, regardless of the regular billing day.
After the first charge, billing continues on the regular schedule going forward.
Only after manual initiation
Automatic billing is disabled by default - no invoices are issued when the proposal is accepted.
Billing starts only after you manually enable automatic billing for the service (from the agreement's billing hub).