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Hello,
If a client decides they want you to auto-charge their bank or card then you would delete the recurring invoice and instead setup a recurring Sales Receipt.
Put the same items you're billing them for and enter the payment method into the recurring Sales Receipt template. That way on the date of the sale it will create the sale, charge their card, and email them a receipt.
I have a question about this. What if we want to keep the recurring invoices. Is there a way to set up the recurring payment and not have the sales receipt?
Hi Cathy,
Only recurring sales receipts are used when receiving a recurring payment from a customer. If you use an invoice, your customers will have to click on Pay Now button, and it doesn't work like an Auto Pay.
Here's an article for additional reference: Create a Recurring Credit Card Payment.
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