How Do I Set Up Recurring Billing?


Posted 2 years ago in Support
by Chris Froelich

Set up recurring billing to send out invoices regularly.

  1. Click Invoices on the left menu bar.
  2. Click Recurring Profiles.
  3. Click Add New Recurring Profile.
  4. Use the boxes on the top of the screen and choose the start date, how often the invoice will be set, how many invoices, whether to accept credit card or not, and whether or not you would like them to be auto-billed. Complete the invoice.
  5. After reviewing your recurring invoice, click Save Recurring Profile on the top right-hand corner. Your invoice will send according to the start date you chose. After reviewing your recurring invoice, click Save Recurring Profile on the top right-hand corner. Your invoice will send according to the start date you chose.