Repeating invoices streamline your billing process by automating recurring payments, saving time and effort. This guide explains how to create, customize, and optimize repeating invoices for seamless invoicing.
Additionally, repeating invoices effectively handle variability in order amounts for both individuals and business accounts, ensuring tailored invoicing suitable for various customer needs. A detailed explanation of these processes is provided later in the guide.
ⓘ Access to Repeating Invoices: Repeating Invoices is a feature currently limited to Grow and higher tiers. For more information on upgrading, please contact Account Management via email at am@cleancloud.com.
Alternatively, you can explore more benefits of upgrading here: Benefits of Grow and Grow + Plans.
How to Create Repeating Invoices
Navigate to the Invoices Page: Go to Settings → Invoice.
Create a New Invoice: Click the New Invoice button in the top right corner.
Choose Repeating Invoice: Select Repeating from the options provided.
Set Recipient and Frequency:
Choose the Recipient (Customer or Business Account).
Select the Frequency (Monthly, Weekly, or Every 2 Weeks).
Define Invoice Details:
Set the Day of Month to Create On.
Define the Days to Pay.
Optional Adjustments:
Add discounts in the Discount (%) field.
Enable Automatically Email to send invoices to customers.
Save Your Settings: Click Submit to create the repeating invoice.
🪄 Tip: Use the latest invoicing interface via Settings → Admin → Payments & Finances → Invoices → Invoice Tool Version → New.
How Do Repeating Invoices Work?
Repeating invoices automate invoicing for both customers and businesses by grouping orders over a set timeframe, ensuring accuracy despite variations in order amounts.
For individuals, they combine all orders within the period and generate a single invoice.
For businesses, a single invoice includes orders linked to specified customer accounts. Payment processing and notifications adapt to these distinct setups, providing flexibility and efficiency.
Customizing Repeating Invoices
Adjust Preferences: Modify the invoice creation day, payment terms, or email automation.
Avoid Unnecessary Invoices: Prevent creating repeating invoices if no orders are available by toggling Do Not Create Repeat Invoice If No Orders Available under Settings → Admin → Payments & Finances → Invoices.
Business-Specific Behaviors: For business accounts, a unique invoice is created for the entire account cycle, and the saved card on file is automatically charged if enabled. Notifications are tailored to reflect customer roles, ensuring clarity in the invoicing process.
Additional Features
Integrated Payment Processors: Utilize CleanCloud Pay or Clearent to send invoice payment links via email automatically.
Automatic Card Charges: Configure automatic charges to stored customer cards for convenience. Refer to our Repeating Invoices - Auto Charge Card Guide.
Search Filters: Locate invoices using the Filter tab at the top right of the Invoices page. Search by reference ID, recipient name, or order date.
Notification Configurations: Individual customers receive order-specific notifications, while businesses receive invoices at the account level, ensuring relevant information is communicated effectively.
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