How do client set their credit card for recurring invoices:(New Design)
Create a Recurring Invoice and set their credit card for the payments.
- Log in to the application using valid credentials.
- Navigate to the Recurring module under the Sales & Billing section.
- Click Create Recurring Invoice.
- Enter the required invoice details, including:
- Customer
- Product/Service
- Sale Price
- Quantity
- Tax
- Total Price
- Enable the Auto Bills option to generate invoices automatically.
- Select the preferred Payment Gateway.
- Enter the Terms & Conditions.
- Add the Invoice Notes, if required.
- Attach supporting documents, if applicable.
Configure Invoice Settings
- Moving to the Settings section and configure the following options:
a. Accept Online Payments
- Enable or disable online payments by selecting the required payment gateway(s).
b. Customize Invoice Style
- Choose an invoice template.
- Customize the font style, colors, and other template settings.
c. Make Recurring
- Configure the recurrence settings to automatically generate invoices at the specified interval.
d. Charge Late Fees
- Automatically apply late fees to overdue invoices.
- Choose either:
- Flat Rate
- Percentage (%)
e. Invoice Attachments
- Enable the option to attach a PDF copy of the invoice when sending it via email.
f. Miscellaneous Settings
- Configure the following options as required:
- Apply Discount on Each Item
- Click Done to save the invoice settings.
Save or Send the Recurring Invoice
- 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.
- 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:
Updated on: 10/08/2026
Thank you!