Invoicing: recurring invoices, reminders, autopay

ModulesInvoicing

Recurring series, automatic reminders, late fees, early-pay discounts, autopay, and a pay link that works with no account. You write the invoice. Reminders, late fees, and receipts run from there.

Included free on every plan. No per-user pricing.

Invoice #2026-0142

Past due

Dues · Maria Keene

Spring season dues	$240.00
Boat storage	$60.00
Late fee (May 1)	$10.00
Balance due	$310.00

Pay $310.00

Have someone else pay

Issued email · sent Apr 1

Due soon reminder · sent Apr 27

Past due notice · sent May 6, named the late fee

Next past-due reminder · May 13, 8:00am

Reminders are deduplicated, so nobody gets two.

Line items, taxes, live totals, memos, and attachments

Bill one recipient, whole groups, or everyone at once

Templates and duplication for monthly invoices

Numbering you control

Bill as a different identity per invoice (a chapter, a DBA)

Categories with colors and icons

Per-state sales tax, recipient or group exemptions

Coupons, early-pay discounts, and automatic late fees with a cap

Partial payments, write-offs, voids to account credit

One payment covers many invoices. One fee instead of five

Recurring series with frequency, offsets, and end dates

Drafts that issue and email on schedule

Autopay enrolls new invoices in a series automatically

Reminders before due, on due, and past due, deduplicated

Wording adapts: due soon, due today, and past due

An "upcoming notifications" panel on every invoice

Magic pay links sign the recipient in

A public pay page needs no account at all

Versioned, immutable PDFs at every stage

Outstanding, collection rate, aging, and top accounts

A 24-month invoiced versus collected chart

A multi-tab Excel workbook, filters applied

Quotes convert on acceptance, with the signed total guaranteed to match. Quoting

Orders, POS sales, subscriptions, booking fees, and event no-show billing all produce invoices here.

Overdue invoices can move CRM deals, trigger dynamic groups, and pause a member's standing. CRM

	Alpha Portal	Typical invoicing tools
Recurring invoices and autopay	Included	Higher tiers
Reminder ladder with adaptive wording	Included	Basic reminders
Late fees and early-pay discounts, automated	Included	Rare
Pay link with no account needed	Included	Usually
One payment across many invoices	Included	Rare
Connected to your CRM, events, and store	Included	Separate products
Per-user monthly fee	None	Common

Every plan includes a real human: a named contact, same-day replies, and help getting set up. We support your users too.

First Column	Sorted Column	Last Column
Barry	1. Example	Data
Adam	2. Example	Data

Send invoices that collect themselves.

Building an invoice

Money features built in

Recurring, scheduled, and reminded

Ways to pay

Reporting

Works with the rest of the portal

Alpha Portal vs typical invoicing tools

Turn on Invoicing.

Send invoices that collect themselves.

Building an invoice

Money features built in

Recurring, scheduled, and reminded

Ways to pay

Reporting

Works with the rest of the portal

Alpha Portal vs typical invoicing tools

Turn on Invoicing.

PowerTables

Add new item Insert new data into the table.

Open an item View any individual row in the table.

Edit items Modify one or multiple rows in the table. Some tables edit inline in the view window instead.

Delete items Permanently remove one or multiple rows in the table.

Advanced filtering Sort and filter by column, condition, and value. Toggle between "and" / "or" filtering, and add multiple levels of sorting.

Column visibility Choose which columns to show and hide in the table.

Instant search Search for any record in the table.

Sortable columns Click on any column heading to sort by that column, ascending. Click again to sort descending. Hold SHIFT to sort by multiple columns.

Selectable rows Click a row to select it. Click again to deselect. Hold CTRL or CMD and click to select multiple individual rows, or SHIFT and click to select a range of rows. Press CTRL+A or CMD+A to select every row, including rows on other pages. Press ESC to clear your selection.

Copy all rows Copy the contents of the table to your clipboard.

Download Excel file Download an XLS file that can be opened in Excel, Google Docs, Numbers, etc.

Download PDF file Download a PDF file that can be opened with any web browser or PDF reader.

Print table Open a simple, printable view of the table.

PowerTables help Opens this help window.

Quick statistics How many rows exist, how many are visible under the current filter or search, and how many are selected.

Add new item
Insert new data into the table.

Open an item
View any individual row in the table.

Edit items
Modify one or multiple rows in the table. Some tables edit inline in the view window instead.

Delete items
Permanently remove one or multiple rows in the table.

Advanced filtering
Sort and filter by column, condition, and value. Toggle between "and" / "or" filtering, and add multiple levels of sorting.

Column visibility
Choose which columns to show and hide in the table.

Instant search
Search for any record in the table.

Sortable columns
Click on any column heading to sort by that column, ascending. Click again to sort descending. Hold `SHIFT` to sort by multiple columns.

Copy all rows
Copy the contents of the table to your clipboard.

Download Excel file
Download an XLS file that can be opened in Excel, Google Docs, Numbers, etc.

Download PDF file
Download a PDF file that can be opened with any web browser or PDF reader.

Print table
Open a simple, printable view of the table.

PowerTables help
Opens this help window.

Quick statistics
How many rows exist, how many are visible under the current filter or search, and how many are selected.