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Frequently Asked Questions |
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What Is Recurring Billing / Automated Invoicing?
Recurring billing and automated invoicing allows you to automatically create and/or send invoices
at weekly, monthly or yearly intervals which automatically bill your clients using one of 2ndSite's auto-bill capable
gateways (VeriSign, Authorize.Net,
Paradata).
To create and send an auto invoice with
recurring billing follow these steps:
How to Send a Recurring Invoice with Auto Billing
- Create a new invoice.
- On the user friendly invoice creation form select "Create new recurring profile".
- Select your preferred recurrence pattern (weekly, monthly, etc.)
and the number of occurrences for auto invoice (i.e. for a year of monthly invoices, enter 12).
- To enable auto billing
for this invoice select "Enable Auto-Billing" and enter in your
credit card information.
- A master recurring invoice will be created when you save this invoice. This invoice can be
distinguished by its yellow background. Using this master recurring invoice, your invoices
are automatically generated at the intervals you indicated in the recurrence pattern.
NOTE: Recurring invoices are generated between 1:00AM and 3:00AM EST so do not expect your invoices to
appear immediately.
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