Sending Invoices Before Automatic Payments

Sending Invoices Before Automatic Payments

If you’ve set up your recurring invoices on Auto-BillPay, the automatic charge normally happens on the day the invoice is created.

What if you want to send the invoice in advance, and let them know that they will be automatically charged on a certain date in the near future? To do this, define your recurring invoice as follows:

• Set the Billing Period Start to the date when you want the charge to happen.
• Enter a Billing Period Offset, this will be the number of days you want the invoice to be created and sent in advance. Notice that when you enter an offset, the Next Invoice Date will be automatically calculated, this will be the actual date the invoice will be created and sent.
• In the Auto-BillPay Options drop down, select Billing Period Start.
• Ensure that Auto-BillPay checkbox is ticked and payment information, such as credit card, bank information, token, etc., are populated.

For example:

In the above screenshot, the invoice will be sent on 7/25/2020 with a note on the invoice stating the date of the automatic charge: 

You can also find the same information on the invoice record: