Surrogacy payment schedules that follow the journey.
In mysurro, each client installment is tied to a milestone in the surrogacy journey. When a case reaches that milestone, a pending payment is created with the agency's standard-quote amount and finance staff are notified to review it. Staff adjust the amount for the case, then generate an invoice or a receipt as a PDF from the same record.
Installments tied to milestones
The agency sets up its payment schedule once. Each installment in the schedule has:
- A trigger: the agency contract signed, legal clearance, the transfer date set, the fetal heartbeat confirmed, or a number of weeks pregnant.
- A default amount from the agency's standard quote.
- A due period: how many days after the milestone the payment is due.
When a case reaches a trigger, mysurro creates that installment for the case as a pending payment and tells the finance team it is due. Each installment is created once per case, so the daily check never duplicates it.
Staff review every amount
The standard-quote amount is a starting point, not a final bill. Finance staff open the pending payment, adjust the amount for the case, and confirm it. If the schedule has no default amount for that installment, the payment says so and waits for staff to enter one.
Because payments are created by the same milestones that drive the case, the finance team does not need to watch case dates themselves. The installment appears when the journey reaches the point where it is due.
Invoices and receipts from the same record
Each payment can produce two PDFs:
- An invoice with the agency's letterhead, the bill-to name, invoice number and date, due date, the line item, and payment instructions.
- A receipt once the payment is recorded, showing the payment date, method, and reference.
Both are generated from the payment record, so the amount on the invoice, the receipt, and the case always match.
Part of the shared case
Payments live on the same case as the milestones, documents, and messages in mysurro case management, and staff access to them follows each person's role.
Questions, answered.
Last updated November 10, 2026
What creates a payment in mysurro?
A milestone in the case. Each installment in the agency's schedule is tied to a trigger: the agency contract signed, legal clearance, the transfer date set, the fetal heartbeat confirmed, or a number of weeks pregnant.
Are payment amounts set automatically?
A new payment starts with the default amount from the agency's standard quote. Finance staff review it and adjust it for the case. If no default is set, the payment waits for staff to enter the amount.
Who is notified when a payment is due?
The agency's finance staff get a notification when a milestone creates a new installment, with a link to the payment.
Can mysurro produce invoices and receipts?
Yes. Each payment can generate an invoice PDF with payment instructions and, once paid, a receipt PDF with the payment date, method, and reference.
More of the platform
See how mysurro fits your agency.
Book a demo with the Babytree Surrogacy team. Parents and surrogates can download the app.