Auto-Payment Enablement for Scheduled Invoices

Auto-Payment Enablement on Payment Schedules in Invoices

Overview

We’ve made an exciting update to our invoicing process: you can now automate payments for invoices sent with scheduled payment plans!

What’s New?

  • Automate Payments for Scheduled Invoices: Automatically process payments for invoices that include a payment schedule.
  • Enable Auto-Payments with a Click: Easily enable auto-payments while sending out the invoice.
  • Seamless Payment Processing: Automatically charge customers for subsequent payments on the scheduled dates.

How to Use?

  1. Set Up Auto-Payments: While sending your invoice with a payment schedule, enable the auto-payments option to streamline the entire process.Invoice sending interface with email and payment options 
  2. Automatic Charges: Once enabled, our system will handle charging customers on their scheduled payment dates without any additional input from you.
    Screenshot of CRM transaction details on Stripe 

Why We Built It

Managing recurring payments shouldn’t be a hassle. By adding a payment schedule to your invoices, there’s no longer a need to rely solely on recurring invoices to charge customers automatically. This enhancement aims to simplify your billing process and ensure timely payments.


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If you have any questions or need assistance, don’t hesitate to contact us.

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