How to convert an invoice to a recurring profile on Invoicera

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: Select Occurrences and Frequency then 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”.

Updated on: 26/07/2024