Billing frequencies
Set how often products are billed, such as one time, monthly, quarterly or yearly.
Updated 28 October 2026 · 3 min read
A billing frequency says how often a product is billed, such as One Time, Monthly or Quarterly.
For example, a security company sells cameras once, and a monitoring service every month. The camera uses One Time, and the service uses Monthly. They add "Every 4 Months" for a service plan that renews three times a year.
Before you start
- Permission: View Dropdown Lists to see the list. Create Dropdown Values to add a value, Edit Dropdown Values to change one or switch it off, and Delete Dropdown Values to delete one.
- Plan: Every plan. See Plans and limits.
- Set up first: Nothing.
If you don't have a permission you need, ask your admin.
Where it's used
- Billing frequency on products. See Products and categories.
The list
Go to Settings → Dropdown Lists and select Billing Frequencies. You start with 11, such as One Time, Monthly, Quarterly and Annually.
Add a value
- Select Add Frequency. The Create window opens.
- Fill in the fields. Fields marked * must be filled in.
- Select Create.
| Field | What to enter |
|---|---|
| Name * | The frequency, up to 100 characters, such as "Every 4 Months" |
| Type * | One Time or Recurring |
| Unit * | Day, Month or Year |
| Interval * | How many units between bills, from 1 to 100. For example, 4 with Month for every 4 months |
| Sequence * | Its place in the dropdown, from 1 to 100. Lower numbers come first |
Billing frequencies have no description.
New values show in everyone's dropdowns straight away.
Change, switch off or delete
Select ⋮ on a value:
- Edit changes it. The window is called Update.
- Make it Inactive hides it from dropdowns. Records that already use it keep it. Make it Active shows it again.
- Delete removes it. You can't delete a value that records still use.
Each one asks you to confirm first. See Dropdown lists.
Changing a value's name, type, unit or interval also changes it on your products.
A billing frequency used by products can't be deleted.
Troubleshooting
| Message | Why | What to do |
|---|---|---|
| "Billing frequency cannot be deleted as it is used by … Deactivate it instead to hide it from new records." | Records still use the value | Select Make it Inactive instead |
| "A billing frequencies with this name already exists." | The name is taken, maybe by a deleted value | Pick another name |
| "Sequence must be at least 1" or "Sequence cannot be more than 100" | The sequence is outside 1 to 100 | Enter a number from 1 to 100 |
| Saving One Time fails | The ready-made One Time value can't be edited | Leave it as it is, or make it inactive and add your own |
Related
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