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: -

1. Enter the URL app.invoicera.com.

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

3. Click on Recurring Link under billing section.

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

5. 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).

6. 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.

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:

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