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Level 1

Recurring Invoices need to be changed to recurring automatic payments

Hi I currently have all of my customers set up on monthly for recurring invoices where they can pay once they receive their invoice by email

If I go and set up automatic recurring sales receipts so payments  are automatically taken do I need to delete the recurring invoices for each customer or will the automatic recurring sales receipts override the information for each customer?

 

Thanks,

 

1 Comment
Community Champion

Recurring Invoices need to be changed to recurring automatic payments

Hello @PMA1:

 

Recurring sales receipts are when you have a signed form giving you permission to automatically process the sale directly.  Recurring invoices are when you invoice the client and the initiate the payment themselves.

 

Hope that helps! 

 

Lynda

 

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