Streamline your billing by automatically charging customers' saved cards for repeating invoices.
ⓘ Access to Repeating Invoices: Repeating Invoices is a feature currently limited to Grow and higher tiers. For more information on upgrading, please contact Account Management via email at [email protected].
Alternatively, you can explore more benefits of upgrading here: Benefits of Grow and Grow + Plans.
Activating Automatic Card Charges
1. For New Invoices
To set up automatic card charges when creating a new repeating invoice:
Go to Settings → Invoice.
Click New Invoice in the top right corner.
Select Repeating, complete the required fields, and check the Charge Card box under Auto Charge Saved Card.
📌 Note: This applies to new invoices created after the feature release. Past invoices are unaffected. To update past invoices, follow the instructions below.
2. For Existing Repeating Invoices
To enable auto-payment for existing repeating invoices:
Find the invoice and click the edit icon.
Check the Charge Card option.
🪄 Tip: For help with setting up recurring invoices, check out our guide on Repeating Invoices.
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