Automate Yardbook card-on-file billing—with credits checked first
Yardbook provides the saved-card payment tools. LawnBills adds the missing monthly autopay workflow: it finds eligible unpaid invoices, applies available customer credits first, and processes only the remaining balance through Yardbook.
Find eligible unpaid invoices
Yardbook’s Charge Credit Cards on File page lists unpaid invoices for customers with a saved card. LawnBills uses that view rather than attempting to infer card status from a separate system.
Apply credits before charging
Before a card action, LawnBills checks the invoice Actions menu for Apply Credit. Available credit is applied first, the page is refreshed, and the remaining balance is re-read before any charge is confirmed.
Validate every payment
Only an open invoice from the current billing cycle can proceed. Flagged invoices, duplicates, missing cards, amounts over your configured limit, and invoices below Yardbook’s payment minimum are skipped for review.
- Confirm invoice number and customer
- Confirm the amount in Yardbook’s charge dialog
- Confirm success after the page refreshes
- Record the Yardbook result in the audit trail
Keep reconciliation inside Yardbook
LawnBills never submits a card charge directly to Stripe. It activates Yardbook’s existing saved-card action, keeping the invoice, payment, and receipt linked in Yardbook.