Do recurring invoices / subscription

Support
1

Hi all,

I want to set up a recurring payment and I’m trying to get the steps in order.

Do I - In the client screen - click Set up direct debit to send them the e-mail to authorise the dd

Then, do I create a recurring invoice? I’m not sure how the invoice ties in to the direct debit.

Any input is most welcome

Thanks
Jose

2

Hi Jose,

The order doesn’t really matter.

When you set up a recurring invoice, it will have the option of billing by direct debit (this won’t be shown if there is isn’t one set up for that client). This means you can set it up without the authorisation in place:

Then, when you receive the authorisation you can simply amend the recurring invoice template.

I think requesting the authorisation first, and then creating the template would be a good start. I can’t recall how long it takes for an authorisation to be put in place, but once it’s done, you can just enable it on the recurring invoice.

I hope that helps!

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3

Brilliant - Thank you!

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