Invoice:-How to convert an invoice to a recurring profile on Invoicera-(New Design)

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 New Invoices

Create a Recurring Invoice

1. Log in to the application using valid credentials.

2. Navigate to the Invoice module under the Sales & Billing section.

3. Click the Create Invoice button.

4. Enter the required invoice details.

5. Under the Settings section, enable the Make Recurring option.

6. Configure the recurring invoice settings, such as the number of invoices, recurrence frequency, and any other required details.

7. Click the Save button to create the recurring invoice.

8. A success message will appear on the screen confirming that the recurring invoice has been created successfully.

Updated on: 04/08/2026