Recurring Billing & Collections
Recurring billing and collections for businesses that charge clients every month: funeral and health plans, memberships, condos, schools, gyms, utilities and service…
See your cash for the next 13 weeks from QuickBooks: bank balances, open invoices and unpaid bills by due date, plus the payroll and rent you add.
by AgentUIUpdated November 13, 2026

Recurring billing and collections for businesses that charge clients every month: funeral and health plans, memberships, condos, schools, gyms, utilities and service…
Quotes, sales orders and invoices in one cycle for distributors, industrial suppliers, print shops and service firms.
See who owes you money in QuickBooks, grouped by customer and by how late each invoice is.
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
Every template started as someone's idea. Tell Agent UI what you need and get your own version. Hand off to a human at any time.
Every tool below runs on the data you already have, with role-based access, a full audit trail and a real person behind it.