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 :
Enter the URL app.invoicera.com.
Login with valid credentials and will take you to the dashboard screen.
Click on Recurring Link under billing section.
Navigate to the Recurring section in your dashboard and click on the "Create Recurring" button.
Enter the Inputs in All Fields:
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).
Click on the Save as Draft or Send By mail Button.
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:
Go to the "Invoice" section under Billing. View Recurring Invoice in the Listing:
A recurring invoice with Invoice ID (e.g., INV-504) will be visible in the invoice listing. The invoice will be marked with a recurring event icon to differentiate it from regular invoices.
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: -
Enter the URL app.invoicera.com.
Login with valid credentials and will take you to the dashboard screen.
Click on Recurring Link under billing section.
Navigate to the Recurring section in your dashboard and click on the "Create Recurring" button.
Enter the Inputs in All Fields:
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).
Click on the Save as Draft or Send By mail Button.
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:
Go to the "Invoice" section under Billing. View Recurring Invoice in the Listing:
A recurring invoice with Invoice ID (e.g., INV-504) will be visible in the invoice listing. The invoice will be marked with a recurring event icon to differentiate it from regular invoices.
Updated on: 29/04/2025
Thank you!