How do client set their credit card for recurring invoices?

If you don’t 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 :

Step 1 : Sign in to your Invoicera Account.

Step 2 :Go to “Billing”>>”Invoice”

Step 3 : Click on a Invoice# which you want to auto-bill.

Step 4 :When the invoice opens, create a recurring profile for a client by Clicking on “Create Recurring” as shown in the image below.

Step 5 : Click on the “Auto-Billing” option as shown in the image and choose whether you yourself want to enter the Client Credit Card Information or you want him to enter.

Step 6 : Select The payment Gateway for “Auto-Billing”

Step 7 : Click on “Save”

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: 23/07/2024