Automate your billing with a recurring invoice. Choose a billing type (advance or arrears), a frequency, start date, and ServiceCore will take care of the rest.
In this article, you'll learn now to create a recurring invoice.
Before You Start
Here are some things to know before you begin this process:
- You must have Tech - Billing, Manager, Admin or Owner level permission to create a recurring invoice
- If you're creating a recurring invoice for a new customer, add the customer first before creating a recurring invoice for them
- Recurring invoices are not automatically sent to customers
- Use the batch billing feature to send recurring invoices to multiple customers at once
Create a Recurring Invoice
Show Me How
For step-by-step, in-app help creating a recurring invoice, follow these steps:
- Login to your ServiceCore account
- Then, click on this link: Create Recurring Invoice
Tell Me How
For written instruction on how to create a recurring invoice, follow these steps:
- In the header, click the (+) icon
- From the list of options that appear click Create Invoice
- Enter or type in the Customer field to search for the customer
- Click on the appropriate Customer from the list of customers that appear
- Fill out the fields in the upper portion of the screen as needed
- Select the Billing type of Arrears or Advance
- Choose the Recurring interval (daily, weekly, monthly, or yearly)
- Choose the frequency based on which interval you've chosen
- Type in the Start date or month
- If the customer has a credit or debit card on file, and you would like to automatically charge the customer for each recurring invoice and send a receipt, check the box for Enable Autopay for this invoice
- Choose the Credit/Debit Card to charge for this recurring invoice
- Fill out the rest of the fields on the form
- Once you're finished, click Save
Next Steps
After creating a recurring invoice, you may want to learn about:
- Batch Billing
- Learn about the Ready for Invoice Tab
- Create a Recurring Invoice for a Rental
- Record a Payment
Comments
0 comments
Please sign in to leave a comment.