How are recurring invoices sent to the customer?
Follow these steps to perform this task.
- Click on the Gear on the top right corner of the page.
- Select Preferences.
- Scroll down and select Recurring Invoices.
- Here you can select how you want to handle recurring invoices,
- Create Invoices as drafts - Recurring invoices are only saved as drafts. You can review them, make changes and send them out manually.
- Create and send invoices - Recurring invoices are sent out to the customers for payment automatically once they’re created.
- Create, Charge and Send invoices - The customer’s credit card associated with the recurring invoice is charged automatically and invoices are sent out for their reference.