BILLING: Recurring Profiles
What is a Recurring Profile?
A Recurring Profile allows you to continuously generate Invoices on a schedule and frequency that you specify. These Profiles are useful for Clients who are willing to make recurring payments, but do not want their credit card automatically charged.
How do I Create a Recurring Profile?
To get started, navigate to Billing > Invoice.
From here, hover your cursor over the Profiles tab in the top navigation bar, and select Recurring Profiles from the dropdown.
Click the +Add Recurring Profile button. Creating a Recurring Profile 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 Profile produce will be generated as. You can choose Open or Draft from the dropdown menu.
Trigger Creation from Profile Every: You can customize how often the Profile 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.
You can choose to send a notification to your Client any time this Recurring Profile generates an Invoice.
How do I manage a Recurring Profile?
While in the Recurring Profile List View, you can click the Options dropdown menu to interact with it.
Edit: Change any information within the Recurring Profile.
Pause: This will stop the generation of new Invoices. You can choose to Resume it any time.
Delete: This will remove the Recurring Profile from the platform. This action cannot be undone. It is recommended to archive Recurring Profiles for record-keeping.
Archive: Make the Recurring Profile 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 Profile
Pausing a Recurring Profile will temporarily stop the generation of new Invoices. To continue, click the Options dropdown menu and select Resume.
You will be prompted to enter a Resume Date, with today's date automatically populated.