Recurring:-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

Step 1 : Sign in to your Invoicera Account

Step 2 : Go to Billing >> Invoice

Step 3: Click on create invoice

Step 4: Click on Make recuring if you want to convert the invoice in to recurring Invoice

Step 5: It will convert to Make recurring invoice

Step 6: An invoice is converted in to recurring invoice

For Existing Invoices :

Step 3 : Click on a Rec Invoice# which you want to auto-bill. and edit the rec invoice

Step 4 : 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: 29/04/2025