There are a couple ways to set up auto-invoicing for a customer:

  1. Customer Profile
  2. Recurring Job (pre-existing and new)

Customer Profile:

  1. Click into your customer’s profile (not an invoice for the customer) and make sure you’re in the ‘Profile’ section
  2. Scroll down until you see the Auto Invoice box on the bottom left
  3. Select how often you want the auto invoice to occur by clicking the drop down box next to Recurrence (daily, weekly, monthly, yearly)
  4. Once selected and saved, your customer will receive a batch invoice on the date of billing for all unpaid invoices (as long as they have been marked ‘Finished’, and have an amount due)

Daily

  • If you would like to auto invoice after a specific amount of days, select Daily and input how many days you would like it to repeat.

Weekly

  • To have a weekly, bi-weekly, tri-weekly invoice sent, select Repeat every: 1 week, 2 weeks, 3 weeks, etc. Check the box next to the day you would like the invoice to go out.

Monthly & Yearly: 

  • Choose a specific day of every month to bill (example: the first Tuesday of every month)

OR 

  • Choose a specific date of every month. Be sure to choose a date that occurs every month (example: the 31st is not available in February, April, June, September, or November). 

Once created, the auto invoice selection will appear on the customer’s profile in the Auto Invoice box.

Pre-Existing Recurring Job 

(If you’ve decided to setup auto invoicing after already created a recurring job) 

  1. Open the invoice detail page for the recurring job
  2. Scroll down until you see the Auto Invoice box towards the bottom left
  3. Select how often you want the auto invoice to occur by clicking the drop down box next to Recurrence (daily, weekly, monthly, yearly)

New Recurring Job

  1. Create and schedule a recurring job as you normally would
  2. Before clicking 'Save', click to 'Review'
  3. Click on the Auto Invoice box to the right of the scheduled recurrences list and select the Recurrence (daily, weekly, monthly, yearly)
  4. Once set, be sure to 'Save' and you'll be good to go!

**If you DO NOT already use our credit card processor, but are interested in learning more, click HERE!**

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