BILLING: Recurring Generators
What is a Recurring Invoice Generator?
A Recurring Invoice Generator allows you to continually generate Invoices on a schedule and frequency that you specify. These Generators are useful for Clients who are willing to make recurring payments, but do not want their payment method automatically charged.
How do I Create a Recurring Invoice Generator?
To get started, navigate to Billing > Invoice.
From here, hover your cursor over the Generators tab in the top navigation bar, and select Recurring from the dropdown.
Then click the +Add Recurring Generator button.
Creating a Recurring Generator is very similar to creating an Invoice, with a few differences.
CLICK HERE to learn more about creating Invoices
Create New Invoice As: This is what the Invoices that the Recurring Generator produce will be generated as. You can choose Open or Draft from the dropdown menu.
Trigger Creation from Generator Every: You can customize how often the Generator will trigger. The intervals you can choose from are Days, Weeks, Months and Years.
First Creation Date: Set when you would like the first Invoice to be created.
Relative Due Date: Upon generation of an Invoice, set how many days the Client has until payment is due.
Once you are finished creating your Recurring Generator, you can either Save as Open or Save as Draft.
Open: The Recurring Generator will be active and will generate Invoices as configured.
Draft: It will save the creation process for you to complete later, and will not generate Invoices.
How do I manage a Recurring Generator?
While in the Recurring Generator List View, you can click the Options menu button to interact with it.
Edit: Change any information within the Recurring Generator.
Pause: This will stop the generation of new Invoices. You can choose to Resume it any time.
Delete: This will remove the Recurring Generator from the platform. This action cannot be undone. It is recommended to archive Recurring Generator for record-keeping.
Archive: Make the Recurring Generator Inactive. It will be relocated to Billing > Payments > Archive tab. From here, you can choose to View, Restore, or Delete.
Each new generated Invoice will be visible to the Client in their Portal under Billing > Invoices. They will be able to able to view and pay it, just like a normal Invoice.
Resuming a Paused Recurring Generator
Pausing a Recurring Generator will temporarily stop the generation of new Invoices. To continue, click the Options menu button and select Resume.
You will be prompted to enter a Resume Date, with today's date automatically populated.