First, under your Account Settings, you can set the default billing to either automatic or manual. If you set the default billing to manual, invoices for clients will not be automatically advanced, meaning that they will be editable until they are paid or marked as paid. In addition, clients will have their individual billing cycle automatically set to manual.

The billing cycle setting is a per client setting that you can find after selecting a client on the portal, under the Client Details section.

There are currently two available settings: Monthly and Manual.

Monthly

On a monthly billing cycle, clients will be invoiced once per month with all of the charges that they have incurred over that month, including shipment services, item prep charges, storage charges, and manually added charges.

The invoice will be automatically emailed to the client once per month, and if they have added their credit card information to the portal, their credit card will be charged automatically (unless default client billing has been set to manual).

Manual

On a manual billing cycle, you will be responsible for sending invoices and managing receiving payment for those invoice. The portal will track charges incurred by the client, and you can choose to generate an invoice at any point, either for all uninvoiced charges on the client's account, or for all charges related to a particular shipment.

This is the only billing cycle type that will not allow the client to pay the invoice by credit card, and the only type that will not send an invoice automatically to the client.