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 : 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: 25/07/2024