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.
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
Tags: recurring invoice