Repeating invoices can streamline your billing process by automating recurring payments, saving you time and effort. In this guide, we'll walk you through the steps of creating and editing repeating invoices, along with some handy tips to optimize your invoicing workflow.
Creating Repeating Invoices
To create a repeating invoice, navigate to the Settings > Invoice.
Click on the 'New Invoice' button located in the top right corner.
Choose 'Repeating' from the options provided.
On the new page, select the Recipient (Customer or Business Account) and determine the frequency of repetition (Monthly, Weekly, or Every 2 Weeks).
Specify the 'Day of Month To Create On' and 'Days to Pay'.
Optionally, apply discounts in the 'Discount (%)' field and enable automatic email delivery of invoices to customers by toggling the 'Automatically Email' option.
🗒️ Pro Tip: Switch to the updated invoicing interface by accessing Settings > Admin > Payments & Finances > Invoices > Invoice Tool Version > New.
Customizing Repeating Invoices
After setting up the recurring invoice, you have the flexibility to adjust the creation day, payment terms, and email automation preferences.
Tailor your preferences by choosing not to create a repeating invoice automatically in the absence of orders. This setting is accessible via Settings > Admin > Payments & Settings > Invoices > 'Do Not Create Repeat Invoice If No Orders Available'.
Additional Features
Integrated Payment Processors: Utilizing services like CleanCloud Pay or Clearent enables the automatic sending of invoice payment links to customers via email.
Automatic Card Charges: Save time by configuring automatic charges to customers' stored cards when repeating invoices are generated. Learn more on our Repeating Invoices - Auto Charge Card guide.
Searching Filters: To search for paid or unpaid invoices, go to the Invoices page and utilize the 'Filter' tab located in the upper right corner to search by reference ID, recipient name, or order date.
💡 Tip
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