Recurring Invoices

Created by Christi Norfleet, Modified on Thu, 9 Feb, 2023 at 8:40 AM by Christi Norfleet

Recurring Templates

Here you can create and manage recurring invoice related settings.

Status Tab

Allows you to select the status of the recurring template. Based on this selection the system will return the recurring template records.

Search

Lets you search specific template from the template list. you can enter the name of the client or the business name for the system to show the relevant records.

New Invoice Option

This tab will be used to create new recurring template.

New Invoice Options

Clicking on the "New" tab, the system will pop up with more options for you to choose from.

New Invoice - Use this to create New Invoice.

New Recurring Template- Use this to create new recurring template.

All Templates List

This is the recurring template dashboard where you will see the list of all of the templates you have created within your system.

Template Name - Shows the name of the template given to each individual template
Customer - Shows the Customer contact information.
Last Issued On - Shows the last issue date of the individual template.
Frequency - Shows the frequency of each template such as monthly, weekly or every 2nd date of every month etc.
Amount - Shows the Invoice amount for the individual recurring invoice.
Status - Lets you know if an individual invoice is in a draft mode or scheduled for later or already sent.

Template Actions Menu

Here you can perform several actions for each template in the list.

View - Use this to view the recurring template/invoice.
End - Choose this if you wish to end an individual recurring invoice template from the list.
Delete - Select this option when you would like your system to delete the individual recurring template record.

Invoice Details Tab

Gives you the details for each recurring template.

Invoice Details

This is how it will show up when you click the "Details" tab.

Creating New Recurring Series

After you have chosen to create a new recurring invoice series, this is how the new template will look like. In the next few articles, we will cover all of the options one by one.

New Recurring Template Card

Here you have several tabs to edit your template. Lets go one by one.

Back - Use this to go back to the template dashboard menu.
Naming The Template - Use this to edit the name of your template.
Save - Use this to save the changes you have made on the new template.
Schedule - Gives you the ability to schedule your template for later.

Recurring Template Actions Tab

After clicking on the three dots menu, you will be provided multiple options with respect to the invoice template.

Preview - You can preview the template before sending.
Manage Auto Payment - Provides you the option with respect to Auto Payment.
End Recurring Template - Use this to stop future recurring and end the invoice.

Save & Close

Gives you the ability to save the changes you have made before closing the template.

Invoice Scheduling

Here you can schedule your invoice with some additional options. Lets go over each options in the next article.

Schedule tab

Use this tab on your invoice template to schedule your recurring invoice.

Scheduling Options

Here you can perform several actions with respect to scheduling your recurring invoice.

Email & Text - Choose this if you need to send the invoice to your client's email and text both.
Email - Choose this if you want to send the invoice through email only.
Text - Choose this if you want to send the invoice through Text only.
Payment mode - Test mode will allow you to review your payment settings before you go live. Turn the toggle on or off depending on your objective.
Enable Auto Payment - If you would like to use the existing payment method used for a client on an ongoing basis without having to insert payment information every time, you can enable the auto payment option on.
Amount to be paid - Shows the invoice amount payable by the client.
Customer Card - Select this if you have added the card information of the client as a payment method.
Saved Card - Choose this if you have saved the card information of the customer for the payment purpose.
New Card - Choose this if you need to add a new card information.

Frequency Setting

Lets you setup the frequency of the recurring invoice with some advanced options.

Choosing Frequency

From the dropdown menu (see the image below) you can select if your recurring invoice is meant to be sent weekly, monthly or any specific time interval.

Daily - Use this to send the recurring invoice daily.
Weekly - Use this to send the recurring invoice weekly.
Monthly- use this to send the recurring invoice monthly.
Yearly - Use this to send the recurring invoice yearly.

Start Date

Allows you to select the start date of your recurring invoice with the calendar dates.

End Date

Use this to set the end date for your invoice series.

Never - If you're not sure when your recurring invoice needs to stop, you can choose this option.
By - This option will allow you to select the date on which the recurring invoice needs to stop.
After - If you would like to stop the recurring series after x number of occurrences, you can do so by using this option.

Advance Invoicing

Allows you to send the invoice before x number of scheduled date to make sure your client is informed a few days before the payment date.

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