How to automate monthly billing in Yardbook
Yardbook can hold the right jobs, customers, invoices, cards, and payment history while the first-of-the-month billing process still demands hours of careful clicking. LawnBills handles that repetitive workflow inside Yardbook and leaves Yardbook as the source of truth.
What gets automated
A guarded monthly run selects the previous month, generates invoices, validates the results, delivers each new invoice, applies available credits, processes eligible cards on file, and prepares an owner summary.
- Previous-month invoice generation
- Email delivery in Yardbook-safe batches
- Text delivery when a customer has no email
- Credit-first saved-card processing
- Exceptions, failures, and a searchable audit trail
Why duplicate protection comes first
Automation is only useful when it is safer than a handwritten checklist. LawnBills records each billing period before invoice generation, checks Yardbook’s invoice history, and blocks a repeated month. Any uncertain or failed run must be reviewed and reconciled before support permits further action.
Yardbook remains the system of record
LawnBills does not rebuild your customer list or charge Stripe outside Yardbook. Payments follow Yardbook’s own saved-card flow so invoice and payment history stay reconciled where your business already works.
What setup requires
Some Yardbook accounts need two request-only features: Select Multiple Invoices and Display Apply Credit Button on Invoice List View. LawnBills’ first-login walkthrough shows exactly what to request and verifies the rest with one controlled test invoice before production automation is approved.