How do I set up Recurring Billing for an Invoice?

The invoices created with recurring billing will be listed in two places.

• Under Draft tab
• 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, Stripe, or Authorize.net.

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

Steps to set up the Recurring Billing

• Log in and access the Invoices App from your universal navigation menu bar.
• Click on the "More" icon located at the App Header and select "Settings".

• Now, Click on "Recurring Billing" from the "Payments" dropdown in the left navigation panel.

• Here, enable the “Enable recurring billing” toggle.

• Go to the home page of the “Invoices app”. From the left panel, select the Recurring Billing. Here, you should view two statuses “Active” and “Stopped”.
• Ensure that only “Paid” invoices should be collected in “Active” status under Recurring Billing.
• Recurring payments can be stopped using the stop button provided under each invoice.
• If you stop the recurring payments of the invoices, it will move to the “Stopped” status.

Related Links

• Set up a Recurring Invoices
• Customize Payment Methods
• Customize Reminders in Invoices