Customer Setup Recurring Billing Tab3

Setting up recurring billing for a customer is easy.

Enter a contract period if you choose, then select a billing frequency for this account, either Monthly, Quarterly, Semiannually, or Annually.  For quarterly, semiannual, and annual billing cycles, you can choose the starting month. This helps meet customers preferences, and may help even out your revenue flow.

Choose the customer's preferred payment method and electronic payment information (if paying by Credit Card or Bank Draft).

Add recurring billing items to the list, and edit the description or amount if desired.

From this screen you may also create a prorated invoice. A prorated invoice will include all the recurring items you have chosen, but will calculate the partial amount due for services starting today until the next scheduled billing cycle for this customer.