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.
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