Streamline your billing process by automatically charging your customers' saved cards when creating repeating invoices.
Activating Automatic Card Charges
1. For New Invoices
To configure this feature when creating a new repeating invoice:
Navigate to Settings > Invoice.
Click on 'New Invoice' in the top right corner.
Choose 'Repeating', fill in the required fields, and tick the 'Charge Card' box under 'Auto Charge Saved Card'.
Note: This applies to new invoices created post-feature release; past invoices remain unchanged. To update past invoices, see below.
2. For Existing Repeating Invoices
You can activate auto-payment for existing recurring invoices by editing them.
Locate the invoice and click the edit icon.
Enable the 'Charge Card' option.
🗒️ Pro Tip: Learn how to create recurring invoices in our guide Repeating Invoices.
💡 Tip
Need more help?
Explore our Help Center articles for answers. Contact us if you need further assistance.