How to Use Recurring Invoicing
You can easily take any existing invoice in your Helcim account and turn it into a Recurring Invoice for easy repeat payments.
Create a Recurring Invoice
To create a Recurring Invoice, begin by selecting
Invoices in your account, then either select an existing invoices or create a new invoice.
Once you have created your invoice, click on the
Actions button in the top right-hand corner of your screen and select
Next, specify how often you want to bill your customer.
You can choose the bill your customer every day, week, or month. Or specify a specific day of the month, if you select Last Day the customer will be billed on the last day of each month.
Subscriptions with start dates of the 1st to 27th will be billed every month on the same date. Ex.) A start date of Jan 2nd will be billed on Feb 2, Mar 2, Apr 2, etc. Subscriptions with start dates on the 28th will be billed at the end of the month. Ex.) A start date of Jan 31st will be billed at the end of Feb, end of March, end of May, etc.
Finally, select when you want to begin the recurring invoice and how long it should go for. If there is no end date, leave this as 0 for infinite. Once done, click on
Edit a Recurring Invoice
Once you have created a recurring invoice, you can edit it under the
Actions button by selecting
Edit Recurring or
Stop Recurring will end the billing for that recurring invoice.
If you don't want to stop the billing but need to make changes, you can select
Edit Recurring. Here are some tips for editing a Recurring Invoice:
- To apply your changes to all future invoices you need to edit the original invoice
- You can edit the original invoice to change the billing dates or to change the amount, product, or service for the Recurring Invoice, simply edit the invoice as usual.
- If you don't want to change the original invoice, you can stop the plan instead and start with a new invoice
To view a list of all your Recurring Invoices, click on
Recurring Invoices from the Invoices landing page. The invoices displayed here are all of your Master Invoices.
To view the billing details of an invoice, click on the master to open it. You will see the next billing date displayed on the top left-hand side of the invoice.
To view the entire billing history for the recurring invoice, click on
Recurring Billing from the right-hand menu.
Viewing Recurring Invoices
Invoices page in your account you can sort through your existing invoices. To view the recurring invoices in your account, click on
Recurring Invoices, you can now see an overview of all your recurring invoices.
On this page you can view the following details:
- Invoice Number
- Total Amount
- Customer Name
- Business Name
- Date Created
- Date Issued
- Next Billing Date
- Date Paid
- Created By