Recurring invoices allow you to schedule automatic invoices to the same customer at regular intervals, making collecting recurring payments more efficient and easy. Keep reading to learn how to create a recurring invoice.
How to create a recurring invoice
Log in to GoSite on your computer.
Click "Payments" on the left-hand side of your dashboard.
Select the "Get Paid" button in the top right corner of your dashboard.
Click "Send a Recurring Invoice."
Under "Bill To," enter the customer's name, phone number, or email.
Under "Invoice Details," click the drop-down menu next to "Repeat" to select the frequency of your recurring invoice.
If you select "Every week" or "Every 2 weeks," you must then specify which day of the week you want the invoice to be sent.
Click the drop-down menu next to "Start."
Select "Immediately" to start the recurring invoice right away.
Otherwise, click "Scheduled" to start the recurring invoice at a later date.
Click the drop-down menu next to "End" to choose an end date.
Select "On date" to end the recurring invoice on a specific date. Then, select the specific date from the calendar.
Select "After number of occurrences" to end the recurring invoice after a specific number of occurrences. Input your desired number of occurrences by replacing the "1" in the newly generated statement.
Select "Never" if the invoice you are setting up does not have an end date.
Click the drop-down menu next to "Send via" and select whether you want to send the recurring invoice via "SMS" (text message), "Email," or select both!
Note: If you wish to send the invoice via SMS and Email, make sure all of the appropriate contact information is filled out under "Bill To."
Click the drop-down menu next to "Due Date" to specify when the payment will be due.
Under "Invoice Items" select "Add Item."
Click "Enter Item" to select the service(s) would like to schedule the recurring invoice for.
Note: If you don't have any services to choose from yet, check out Adding Your Services to GoSite.
Click the numbers under "QTY" and "Rate" to replace them with the number of items you wish to charge for and the price of the item/service, respectively.
Note: The "QTY" and "Rate" settings may vary or be predetermined depending on the type of service you add.
To add a service note, hover over the item you would like to add a service note for (to the left of the "QTY" section). When you see the page icon appear with "Add service note," click the icon and enter the service note in the "Enter description" section that appears below.
To remove an item, hover over the item you would like to remove until you see the "-" symbol appear to the right. Click it to remove the item.
Under "Payments" uncheck the box next to "Accept Credit Card" if your company does not accept credit card payments. Otherwise, leave as is.
Press the "Continue" button.
On the summary page, click the "Send invoice" button to schedule your recurring invoice.
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