Recurring billing invoices will save clients card information and automatically charge them at the scheduled payment dates.
The first step to setup your recurring billing option is to Connect your Stripe account.
Navigate to Settings > Payments & Invoice Settings > Click on the Stripe icon to connect your account.
Once you have connected to Stripe when you create an invoice make sure to choose Stripe as the payment option and check the box for recurring invoice.
Next click the + icon in the payment schedule section.
Choose Scheduled Payments and pick the final payment due date and Monthly, Bi-Weekly or Weekly payments and Save.
The payment schedule will apply. If you need to change it you can click Clear and start again.
Create or Preview and Send the Invoice.
When your client pays the first payment it will save their card information and auto charge them each month.
This is the client view when they click the pay option.
*If you were migrated from Legacy you will need to have your clients set up their payments again. Here are the steps to take for that.
First, create an email template letting them know you have switched payment processors and that they need to connect their card again.
Do this in Settings > Templates Email Template
Click the green New Template button > Create and Save the template.
Next navigate to the clients invoice > Check off Stripe as the Payment option > Check the box for recurring invoice.
Then click the Resend option.
Choose the template you just created and click send.
