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How do I Setup Recurring Billing for an Invoice?

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Updated on August 20, 2018 09:24PM by Admin

The invoices created with recurring billing will be listed in two places.
  1. Under Draft tab
  2. In the Sent tab, once it is sent to the customer
The invoice gets stored in “Active” status under recurring billing only if the customer provides payment details (i.e. Paid invoices). Recurring billing is automatically available for PayPal, Stripe, and Authorize.Net  and the payment can be collected through PayPal or Authorize.net.

Let's take a quick walk through the following steps.

Steps to Set Up the Recurring Billing

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on "More" icon located at the app header bar and select "Settings".
    Invoice Settings
  3. Click on "Recurring Billing" from "Payments" drop down.
    Recurring Billing Settings
  4. Enable the “Enable recurring billing” toggle button.
    Enable Recurring Billing
  5. Click on " Update" to complete.
  6. Go to the home page of the “Invoices app”, navigate left to view Recurring Billing.
  7. Click on Recurring Billing menu, you should view two statuses “Active”, and “Stopped”.
    Recurring Billing
  8. Check that only “Paid” invoices should be collected in “Active” status under Recurring billing.
  9. Recurring payments can be stopped using an action button (stop) provided for each invoice.
  10. If you stop the recurring payments of the invoices it will move to “Stopped” status.

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