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Use a Newie subscription to collect a monthly fee for agreed bookkeeping, accounting or advisory work. The client completes checkout once, and Newie collects later payments on the subscription schedule. This setup works for a fixed recurring fee. If you are billing a separate cleanup, tax return or advisory project, use Project Payments.

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Create the monthly package

  1. Open Sell → Services → New Service → Subscription. Enter a package name the client will recognise.
  2. Set the price per payment and choose Monthly as the Billing Period. Set Number of Payments to Unlimited for a package that continues until ended.
  3. Choose Billing Starts. Use On Purchase Date to begin billing at checkout, or choose the agreed future start date. Monthly billing follows that calendar-month date; it does not automatically start on the first of the month.
  4. Describe the included work in Description. This might include bookkeeping, payroll or management reporting, with any agreed limits on entities, accounts or transaction volume.
If you charge an onboarding fee, add it under Setup Fee. It is collected at checkout, even if the monthly billing starts later. When both are due immediately, the client can receive separate charges for setup and the first monthly payment. For cleanup or migration with its own scope and price, create a separate service instead of folding it into the recurring fee. Set the monthly package’s billing start to match your agreement with the client.

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Connect checkout to your engagement process

Add Terms of Service for the conditions the client needs to accept. You can add custom terms or link to an external policy or agreement, such as the engagement document used by your practice. The Terms of Service settings explain how to add and reuse them. Use Welcome Email to direct the client to the next step in your practice’s process: a document portal, software access instructions or an onboarding appointment. Link to your existing secure upload process for client records. Open the service preview to check the amount due at checkout and the first recurring payment date together. Turn on Available for Sale, then save.

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Add a client to the package

From the service’s … menu, choose Share Link. The client reviews the package, accepts enabled terms and enters their payment details. Newie sends the purchase email and your configured Welcome Email after checkout. If a new client will buy the same package at a different agreed fee or start date, use Custom price or start date. A custom link keeps the package’s description and terms; create a separate service when the work included is different. Find the resulting subscription in Subscribers. A future start appears as Upcoming. Track document collection and work deadlines in your practice system; the subscription controls the payment schedule.

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Update a client’s billing

When the monthly fee changes, open Subscribers, find the client and use the subscription’s … → Edit Pricing. Choose when the new fee starts and review the next payment. Updating the package’s standard price alone does not change existing subscribers. If the client moves to another package, use Switch Service. If the extra work is a separate job, collect it as a project payment. For an overdue fee, review Auto-Retry and Overdue Assistant before manually chasing or retrying payment. For an engagement ending on an agreed date, use Schedule Cancel and review existing unpaid invoices separately. Last updated: 2026-09-11