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# How do client set their credit card for recurring invoices:(New Design)

### Create a Recurring Invoice and set their credit card for the payments.

1. Log in to the application using valid credentials.

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

2. Navigate to the **Recurring** module under the **Sales & Billing** section.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_7cyrhr.png)

3. Click **Create Recurring Invoice**.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_iwg939.png)

4. Enter the required invoice details, including:

* Customer

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

* Product/Service
* Sale Price
* Quantity
* Tax
* Total Price

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_54m2zh.png)

5. Enable the **Auto Bills** option to generate invoices automatically.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_kv288n.png)

6. Select the preferred **Payment Gateway**.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1q0beku.png)

7. Enter the **Terms & Conditions**.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_k1b6u6.png)

8. Add the **Invoice Notes**, if required.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_k1b6u6.png)

9. Attach supporting documents, if applicable.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_cb7tl0.png)


### Configure Invoice Settings

10. Moving to the **Settings** section and configure the following options:

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_iq4omv.png)

**a. Accept Online Payments**

* Enable or disable online payments by selecting the required payment gateway(s).

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1klgi4j.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_nedcx9.png)

**b. Customize Invoice Style**

* Choose an invoice template.
* Customize the font style, colors, and other template settings.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_28kz6q.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_18rj4ra.png)


**c. Make Recurring**

* Configure the recurrence settings to automatically generate invoices at the specified interval.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1r4uf7r.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_xr6ywc.png)

**d. Charge Late Fees**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_z01rk6.png)

* Automatically apply late fees to overdue invoices.
* Choose either:

* Flat Rate
* Percentage (%)

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1dy5chk.png)

**e. Invoice Attachments**

* Enable the option to attach a PDF copy of the invoice when sending it via email.

**f. Miscellaneous Settings**

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

* Configure the following options as required:

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_123ie4q.png)

* Apply Discount on Each Item

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1m2v1mm.png)

11. Click **Done** to save the invoice settings.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1ro447h.png)

### Save or Send the Recurring Invoice

12. Choose one of the following actions:

* Click **Send by Email** to send the recurring invoice immediately.
* Click **Save as Draft** to save the recurring invoice for later use.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1brwn0j.png)

13. 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/-/f/b/d/3/fbd301f55ae1b800/image_o8z1nw.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1bzbyr3.png)