Billing:-When do Recurring invoices get sent out?(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:
How To Create Recurring
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.
This will activate the auto-Billing for a particular invoice and Client.
*Make sure that the Payment Gateway chosen by you is **“Auto-Bill Capable” **.
This will enable your clients to pay their recurring bills automatically.
- 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:
This will activate the auto-Billing for a particular invoice and Client.
Make sure that the Payment Gateway chosen by you is “Auto-Bill Capable."
This will enable your Clients to pay their recurring bills automatically.
Updated on: 29/04/2025
Thank you!