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Recurring Billing & Collections template
Recurring billing and collections for businesses that charge clients every month: funeral and health plans, memberships, condos, schools, gyms, utilities and service subscriptions.
by AgentUIUpdated November 13, 2026
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What's inside the Recurring Billing & Collections template
- Each client has a plan, an amount and a billing day, and the month's charges are created in one click or automatically, never twice.
- Balances, late fees after the grace days and how late each client is come from the charges and payments.
- Collectors record cash, transfers and wallet payments with a photo of the slip, and one payment is split across the oldest charges first.
- Reminders go by WhatsApp with the message already written, or by email from a daily automation before and after the due date.
- Upload your bank statement and each deposit is matched to a client by ID number, name and amount.
- End-of-day cash close per collector, printable receipts to send by WhatsApp, reports by month, collector, route and plan, and an Ask AI chat over your own data.
- Collectors only see the clients assigned to them.
- Excel import (up to 500 clients), sample data, English and Spanish.
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Questions about this template
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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.
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