How to Create a Recurring Invoice

Overview

When clients come into your organization, you'll need to create a recurring invoice so they are able to pay rent or member fees. Once a recurring invoice is created, it will automatically create an invoice at the frequency you set (ex. once a week, once a month, etc)

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• Enter the Client Profile from the Client page by clicking on the client's name in blue. 
• Enter the Payment Tab in the Client Profile

• Click New in the upper right corner of the Client Profile 

• Add the Facility (if applicable), title of invoice, and price. Then select Recurring 

• Choose the frequency that the invoice needs to be created. 
  • Every is how often, Every 1 Week would be once a week, Every 2 Week would be once every two weeks. 
  • You'll typically choose Never for when the invoice ends because you do not know when this person will leave your organization. 

• If you're charging a payment source, you'll need to choose the payment source and if you want to send the receipt. 

• If you're not charging a payment source, you'll need to choose if you are sending an invoice and receipt. 

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639