Automatically charge your clients at fixed schedules via credit card or direct debit (ACH).
While invoices could be created automatically with automations, recurring invoices will take the ‘payment’ step out of the client's hands and it will happen automatically. Clients will be presented with a professional page to review, enter their bank/credit card details and approve the recurring invoice.
For each recurring invoice, you will be able to see:
  1. Aggregate invoice amount ($1000 at 12 months = $12,000)
  2. Paid to date ($3000 paid so far on 3 payments)
  3. Balance ($9000 balance on this recurring invoice schedule
Created by Product Team
July 19, 2022