Recurring Billing shows the schedules where invoices are sent to your customer. Often used for quarterly maintenance contracts or monthly security billing, this screen shows what recurrences have been entered for the customer.
At the top of the Recurring Billing list, you’ll find a Back Arrow that takes you back to the customer details screen.
The Recurring Billing list shows:
- Recurrence Name – in our example, the name indicates that the recurrence pattern ended in October 2020.
- Frequency – How often is the invoice generated, and when is it created
- Next Run – gives the date and time when the system will generate the next invoice
- Ends After – provides the specific date that the recurrence ends. An open-ended recurrence will show Never Ends
Tap on a recurrence to open the Recurrence Pattern Definition details window. From here, you will be able to modify the following:
- Title – the name of the pattern
- Period – define if the invoice is created daily, weekly, or monthly
- Options – define at what interval the invoice is generated. This pattern works in conjunction with the Period set above.
- Start Date – when does the invoice sequence start
- End Date – when is the last invoice generated – After a specific date, after a particular number of invoices are created, or never-ending.
- Time – What time of day is the invoice generated. We recommend some time in the middle of the night, so it doesn’t bog down your system during the day.
- Invoice Delivery – is the invoice Printed, Emailed, or sent through the Payment Portal so customers can pay online.