If you’re looking to setup recurring payments directly on your website, say for a subscription service, you can follow this tutorial which will give you access to API documentation and a plethora of e-commerce extensions.
For now, we’ll focus on setting up recurring invoice templates for your clients. Here’s how:
1. Create an Invoice
You can create a new invoice here: https://app.due.com/invoices/new
2. Create a Recurring Invoice Template
Creating a recurring invoice template is as easy as creating a normal invoice! The only additional steps are to enable Recurring Invoice, set the title and schedule, and you are all set! Recurring Invoice templates cannot be paid directly. Recurring Invoice templates will create invoices on the schedule you set which can be paid.
3. Client Receives Notifications and Invoice
Once the series is created, your client will receive an email that looks like this. Remember, this is not the invoice that needs to be paid.
On the ‘Start Date’ of your recurring invoice series, your client will receive an email that looks like this. They can pay the invoice by clicking on the ‘Invoice’ button embedded in the email. These invoices will be automatically created and sent to the clients on the frequency you set in the recurring template.
When your client opens the invoice to pay they have to option to authorize auto-payments. If authorized, Due will automatically charge the client’s credit card on the scheduled recurring invoice date. If the client is concerned with security, have them click here to read up on Due’s security procedures.
4. Access and Manage Recurring Templates
You can manage recurring invoice templates by going to https://app.due.com/invoices?cat=recurring where you can do the following:
- View Invoices created by a template
- Pause the creation of future invoices
- Cancel remaining invoices that will be created
- View or edit template details
Now that you know how to use recurring invoices feel free to set up a few templates with your clients. If you have any questions or concerns feel free to contact email@example.com we’re here to help!