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How do i set up a reoccurring bill that reduces the customer's balance each month. Note: The payments each month would be the same.

 
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How do i set up a reoccurring bill that reduces the customer's balance each month. Note: The payments each month would be the same.

You're in the right place, @lashawnwiley.

 

Assuming the customer already has a credit balance, you can set up a Recurring Invoice and turn on the Automatically apply credits feature. Here's how:

 

Turn on automatic application of credits

  1. Go to Gear, then Account & Settings.
  2. On the left menu, navigate to Advanced.
  3. In the Automation section, make sure Automatically apply credits is set to On. If not, tick the checkbox.

 

Setup Recurring Invoice

  1. Head to the Gear, then Recurring Transactions.
  2. Hit the New button and select Invoice from the Transaction Type drop-down.
  3. Click OK.

 

Now all you have to do is fill out the details of the Recurring Invoice and you'll be all set!

 

Let me know if you run into any other questions. I'm determined to ensure your continued success. Have a good one.

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