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How do I Setup Recurring Billing for an Invoice?
Updated on August 20, 2018 09:24PM by Admin
The invoices created with recurring billing will be listed in two places.
Let's take a quick walk through the following steps.
- Under Draft tab
- In the Sent tab, once it is sent to the customer
Let's take a quick walk through the following steps.
Steps to Set Up the Recurring Billing
- Log in and access Invoices App from your universal navigation menu bar.
- Click on "More" icon located at the app header bar and select "Settings".
- Click on "Recurring Billing" from "Payments" drop down.
- Enable the “Enable recurring billing” toggle button.
- Click on " Update" to complete.
- Go to the home page of the “Invoices app”, navigate left to view Recurring Billing.
- Click on Recurring Billing menu, you should view two statuses “Active”, and “Stopped”.
- Check that only “Paid” invoices should be collected in “Active” status under Recurring billing.
- Recurring payments can be stopped using an action button (stop) provided for each invoice.
- If you stop the recurring payments of the invoices it will move to “Stopped” status.
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