How do I set up Auto-billing?
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 :
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 : 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.
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 : 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: 26/07/2024
Thank you!