Recurring payments

Create client subscriptions, send automatic invoices, and collect payments directly from credit cards.
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Automate Your Billing with Recurring Payment Tools

This tool simplifies managing recurring payments, helping you charge clients regularly, whether for subscription-based services or ongoing fees. By automating billing processes, you can save time, reduce overdue payments, and ensure consistent cash flow.

 

How It Works:

1. Set Up a Client Card:

• Start by creating a client card in the system, storing all necessary customer details securely.

2. Define a Payment Cycle:

• Specify the billing frequency, such as monthly, weekly, or custom intervals.

• Example: Generate an invoice on the second day of each month and send it directly to the client for manual payment. This approach is referred to as automatic recurring billing with manual payment.

3. Enable Automatic Recurring Payments:

• Allow clients to set up automatic credit card payments for hassle-free transactions.

• Steps:

• Create a contract in the system and send it to the client via email.

• The client reviews and accepts the contract, providing their credit card details.

• Once the card is linked, the system automatically charges it whenever an invoice is flagged as “to be paid.”

4. Customize Recurring Plans:

• Flexibly design payment plans that suit your business needs, such as varying payment amounts or unique billing schedules.

 

Key Benefits:

• Save Time: Automate repetitive billing tasks, freeing up time to focus on other aspects of your business.

• Improve Cash Flow: Ensure timely payments by setting up automatic credit card charges.

• Reduce Overdue Payments: With automated reminders and payments, decrease the likelihood of late or missed payments.

• Enhance Client Convenience: Offer customers a seamless payment process, improving their experience with your business.

• Secure Transactions: All client data and payment details are stored and processed securely.

 

Perfect For:

• Subscription-based businesses.

• Service providers requiring regular payments.

• Companies offering installment-based pricing.

 

This tool ensures smooth, reliable recurring billing, simplifying payment management for you and your clients. Let automation take care of the details while you focus on growing your business!