Recurring Invoices Setup

Automating Recurring Invoices

Recurring invoices can be set up in advance, allowing businesses to automatically bill customers who subscribe to ongoing services or products. Known as recurring billing, this method allows customers to make payments automatically without needing to input their payment details every time. This feature is particularly helpful for businesses that offer subscription-based services, enabling the timely delivery of invoices (such as monthly) for upcoming payments. This section helps you efficiently automate and manage these recurring invoices.

We recommend using Stripe Connect for automated payments. If you prefer not to use Stripe, manual payment entries will be required.

Finding Specific Templates

This search function allows you to quickly locate templates by entering details such as client names or business names. The system will retrieve all relevant results matching your criteria, helping you find the necessary templates and improving your workflow efficiency.

Complete List of Templates

The Template Dashboard displays all recurring templates you’ve created, offering a comprehensive view. Here’s a breakdown of what’s included:

• Template Title: The designated name of each recurring template.

• Client Info: Contact details of the customer receiving the invoice.

• Last Issued Date: Indicates the most recent date the invoice was sent out.

• Invoice Frequency: How often the invoice is generated (e.g., weekly, monthly).

• Invoice Amount: The total amount for the recurring invoice.

• Current Status: Shows whether the invoice is drafted, scheduled, or already sent.

Template Management Tools

The Action Menu provides options for handling each template:

• View Details: Displays the complete invoice template information.

• End Invoice: Terminates the selected recurring invoice.

• Delete Template: Removes the template from the system.

• Duplicate Template: Creates a copy of the invoice template for reuse.

Understanding Invoice Status

The Invoice Overview panel shows the current status of each invoice:

• Sent: The invoice was successfully delivered to the client.

• Outstanding: The invoice remains unpaid despite being sent.

• Completed: The customer has paid the invoice.

• Failed to Send: An error occurred, requiring you to resend the invoice.

Setting Up a Recurring Invoice

To create a recurring invoice:

1. Navigate to the Payments section and select the "Invoices" tab.

2. Click "New Recurring Template" from the Recurring Templates page.

This will take you to the Template Editor, where you can customize the new invoice template to meet your needs.

Customizing Recurring Invoices

In the Template Editor, you can:

• Rename the Template to assign a unique, recognizable title.

• Adjust the Invoice Frequency, choosing daily, weekly, monthly, or yearly intervals for invoice generation.

Other options include selecting start and end dates, scheduling advance notices, and adding taxes or discounts.