Home Forums Support How to auto-bill only recurring invoices

This topic contains 9 replies, has 3 voices, and was last updated by  Hillel Coren 2 months, 1 week ago.

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  • #19801

    jmadrone
    Participant

    Is it possible to auto-bill for recurring invoices but not regular ones? Would I need to create separate client profiles, one for auto-billing purposes?

    #19802

    Hillel Coren
    Keymaster

    This isn’t supported, I guess using multiple clients would work but it may cause other problems (ie, reporting).

    #20000

    jmadrone
    Participant

    Quick question… I see that there is an auto-bill option when creating recurring invoices, which I have set to Opt-out. I have a client who has put their card on file with stripe and the portal shows Auto-bill: Enabled. I assume that means that when the next invoice is generated that this customer will be automatically charged according to my settings (ie. on due date), correct?

    This same customer has two more, non-recurring invoices in the past two weeks, neither of which has auto-billed. This is actually the behavior I want, but your message above says that it’s not supported, so I’m confused.

    Furthermore, I used a test client to create 3 recurring invoices with different auto-bill setting: Always, Opt-in, and Opt-out. When I view this client in the portal I can enable and disable auto-billing for each invoice that is not Auto-bill:Always, which is also great, but I want to get some clarity on how this all works.

    Thanks in advance

    #20007

    Hillel Coren
    Keymaster

    They should, assuming there is a card on file.

    Auto billing is only applied to recurring invoices.

    #20017

    jmadrone
    Participant

    Oh, okay because that was my original question, but you said wasn’t supported? I wish to auto-bill recurring invoices but not manual ones. Clients really like to store card info though for later use.

    If I’m hearing you right this is exactly as it is designed to work, no? I have successfully verified that auto-billing is enabled on a per invoice basis (recurring invoice, not each generated one), not that I really need that yet, but it is good to know it’s possible.

    Thanks!!!

    #20021

    Hillel Coren
    Keymaster

    I think I may have misunderstood your original question.

    #20045

    lemonparty
    Participant

    In regards to the topic of Stripe gateway and auto billing of recurring invoices;

    If “Require client to provide their billing address” option is checked in the Stripe payment options and both “Require client to confirm that they accept the invoice terms.”, “Require client to provide their signature.” options are enabled in the client portal options; Will the client need to do this for every recurring invoice before they are auto billed? Or does the auto billing bypass these?

    The software is really great, just wondering how you are handling auto billing with the complexity of all these options.

    #20049

    Hillel Coren
    Keymaster

    Auto billing would bypass it

    #20066

    lemonparty
    Participant

    Thanks Hillel, we appreciate the well implemented software!

    #20079

    Hillel Coren
    Keymaster

    Thanks, that’s nice to hear 🙂

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