How to convert an invoice to a recurring profile on Invoicera?

If you don’t know know Clients’ credit card number, they can set themselves up for the auto-billing!

If you have created a recurring profile 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 a 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 5: Click on the “Auto-Billing” option as shown in the image and choose whether you yourself want to enter the Client Credit Card Information or you want him to enter.

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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”.

In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.

Posted by Invoicera Support on 14 December 2015

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