Viewing & editing billing contract template cycles
Last updated: April 14, 2026
Overview
Billing contract template cycles (called billing periods in the system) are the recurring time windows that define when invoices are generated for a billing contract. Each cycle covers a specific date range and moves through two statuses — Pending and Completed — as invoices are processed.
This article covers how to view billing cycles in Found and how to edit period dates when adjustments are needed. Access to this feature requires the Pro billing module to be enabled on your workspace.
Who can use this feature
This feature is available to users with access to the Billing module on workspaces where the Pro billing contracts feature is enabled.
Viewing billing cycles
To view billing cycles:
Navigate to Operations > Billing contracts
Open the billing contract template you want to edit it's cycle
Select the Billing calendar tab
You can view cycles in two modes:
Table view — displays each cycle as a row with the following columns:
Column | Description |
Cycle | The sequential run number for the period |
Status | Pending (not yet invoiced) or Completed (invoices generated) |
Invoice run date | The date invoices are generated for this period |
Billing period | The start and end dates the cycle covers |
Issue | The invoice issue date |
Due | The payment due date |
Direct debit collection | The DD collection date (only shown for direct debit contracts) |
Subscriptions | The number of active subscriptions in that period |
Total | Estimated total for pending periods; invoiced total for completed periods |
Calendar view — a visual calendar showing billing periods and invoice generation dates across the month.
Editing billing period dates
You can adjust the start and end dates of a pending billing period. This is useful when a contract start date shifts or periods need to be realigned.
To edit a billing period:
In the Billing calendar table, locate the pending period you want to adjust
Select the row actions menu (three dots) and choose Edit period dates
Update the Start date and/or End date
Choose an edit mode (see below)
Review the preview to confirm the impact on surrounding periods
Confirm to apply the changes
Edit modes
When editing a period, you must choose how the change affects adjacent pending cycles:
Single period — adjusts only the selected period. Adjacent pending periods automatically expand or shrink to prevent gaps in the schedule
Cascade — adjusts the selected period and shifts all subsequent pending periods forward, preserving their original durations
The start date of the first pending period cannot be edited.
Understanding period statuses
Status | Meaning |
Pending | The period has not yet been invoiced. Dates can be edited |
Completed | Invoices have been generated for this period. Dates cannot be edited |
Frequently asked questions
Q: What is a billing cycle?
A: A billing cycle (also called a billing period) is a defined window of time for which invoices are raised under a billing contract. Each cycle has a start date, end date, an invoice generation date, an issue date, and a due date.
Q: Where do I find billing cycles in Found?
A: Go to Operations > Billing contracts, open the relevant contract, and select the Billing calendar tab.
Q: Can I edit a completed billing period?
A: No. Only pending periods can have their dates adjusted. Once a period is marked as completed, its dates are locked.
Q: What is the difference between single period and cascade edit modes?
A: Single period adjusts only the period you selected, with neighbouring pending periods expanding or contracting to fill any gap. Cascade shifts the selected period and all subsequent pending periods forward by the same amount, keeping their durations intact.
Q: Why can't I edit the start date of the first pending period?
A: The start date of the first pending period is locked because it follows directly from the last completed period. Changing it could create a gap or overlap in the invoice history.
Q: What does the estimated total mean?
A: For pending periods, Found displays an estimated total based on current active subscriptions. Once the period is completed and invoices are generated, this is replaced by the actual invoiced total.