Recurring project invoices are automatically generated according to the project frequency. If a cleaning company comes to the house every Tuesday, a new invoice is generated every Tuesday. If a lawncare company offers monthly service and the first occurrence took place on the 20th, a new invoice is generated on the 20th of each month. The system will use the number of occurrences since the last invoice for the current invoice. Due to when dates fall on the calendar and cancelled or extra jobs, number of occurrences can vary on each invoice.
When viewing the details of a recurring project, use the Collection Method tab to manage how invoices are generated and paid. The page will vary according to which option you are using under Payment Collection.
- Auto-Collect will automatically process a payment using the customer's preferred saved payment method and email the invoice for their records. View or change the current payment method. A billing street address and zip code is required. If the customer contacts you with updated information, you can update it on this page.
- Send for Payment automatically sends the invoice to the customer with link to enter a payment.
- Manual Queue automatically generates invoices but they are not sent to the customer. They are saved as drafts that you must manually send to the customer.
Don't forget to review your Invoice Settings! If you are not using auto-collect, Your invoice terms will determine when payment is due and when an unpaid balance is considered past due. Be sure to set up reminders so customers receive automatic alerts about upcoming due dates and overdue balances.