> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Billing:-How do I set up Auto-billing?(New Design)

If you don’t know know Clients’ credit card number, they can set themselves up for the auto-billing!

If you have created a recurring profile **Invoicera**, your clients can choose to be auto-billed in the future when they manually pay their first invoice.

Please follow the below steps for setting auto-billing for your client :

###### Steps To Follow: -

1. Enter the URL app.invoicera.com.

2. Login with valid credentials and will take you to the dashboard screen.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_14clvld.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1t7srp9.png)

3. Click on Recurring Link under billing section.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1mtmr8b.png)

4. Navigate to the Recurring section in your dashboard and click on the "Create Recurring" button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_r6w06y.png)

5. Enter the Inputs in All Fields:

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1ajjide.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_19jeomg.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_198v0qs.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1dtfohu.png)

  Add Customer: Select the client from your list of customers or create a new customer if required. Product and Services Line Items: Add the relevant items and details like quantity, rate, and taxes.
  
  Enable Auto Billing: Ensure that auto-billing is enabled for automatic payment collection (if applicable).

6. Click on the Save as Draft or Send By mail Button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1y5f7ku.png)

7. After filling in all the required fields, click Save to confirm the recurring profile creation. Recurring Profile Created: A recurring profile with Recurring ID (e.g., REC-27) is generated against the client. Access the Billing Section:

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_pt0dxv.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1wgk1pu.png)

8. Go to the "Invoice" section under Billing. View Recurring Invoice in the Listing:

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_iluxh6.png)

9. A recurring invoice with Invoice ID (e.g., 6209 will be visible in the invoice listing. The invoice will be marked with a recurring event icon to differentiate it from regular invoices.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_14rr3wk.png)