1. Click "Payments"
2. Click "Recurring Templates "
Automate your billing process with recurring templates. A recurring invoice allows you to pre-schedule automatic payments for customers who have purchased recurring services or products. This convenient feature eliminates the need for manual payment entry, making transactions smoother for your customers.
This is especially beneficial for businesses that offer subscription-based products. You can send invoices periodically, such as monthly, to remind customers of upcoming payments. Streamline and automate your recurring invoice management with the settings in this section, ensuring efficient and accurate billing cycles.
To make things even easier, we recommend using Stripe Connect with Invoices. However, if you prefer not to use Stripe Connect, payments will need to be manually recorded.
3. Search Bar
Quickly find specific templates using the search function. Enter details like the client's name or associated business name, and the system will display the relevant records that match your search criteria. This feature helps you locate desired templates efficiently, improving your overall workflow and organization.
4. All Templates List
The All Templates List serves as your recurring template dashboard, providing a comprehensive view of all templates created in your system. Here's what you'll see:
5. Template "Name"
The name given to each template.
6. Customer Name
Contact information for the customer.
7. Last Issued On
The date of the last issued invoice for the template.
8. Frequency
The recurring frequency of each template, such as monthly or weekly.
9. Amount
The invoice amount for each recurring invoice.
10. Status
Indicates whether an invoice is in draft mode, scheduled for later, or already sent.
11. Click "Actions Menu"
The Actions Menu offers various options for managing each template in the list:
12. Click here to "View history"
13. Click here to "View"
Preview the recurring template or invoice.
14. Click here to "End"
Stop a specific recurring invoice template from generating future invoices.
15. Click here to "Delete"
Permanently remove an individual recurring template record from the system.
16. Click here to "Clone"
Duplicate an invoice with a single click.
17. Click here to "Create New Recurring Template"
Simplify your billing process with recurring templates and enjoy a more efficient invoicing experience.
