Invoicera works as an Auto Bill software and helps you receive payments automatically for the bills raised. It saves you and your clients, both time and money.
Here are some tips:
If you don’t know clients’ credit card number, they can set themselves up for the auto-billing!
If you have created a recurring profile in 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 setting auto-billing for your client:
Step 1: Sign in to your Invoicera Account
Step 2: Go to “Billing”>>”Invoice”
Step 3: Click on the Invoice which you want to auto-bill
Step 4: When the invoice opens, create a recurring profile for a client by clicking on “Create Recurring” as shown in the image below.
Step 6: Click “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”. This will enable your clients to pay their recurring bills automatically.