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.
ⓘ 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.
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.
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.
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