When sending an invoice, you can create Scheduled Payments, meaning the system will automatically charge the amount when it’s due. To use this feature, you first need to enable it in Settings:
- Go to the Main Menu, click Settings and select Billing Settings.
- Scroll down to the Thoroughbred Payments section and set Type to Direct Debit Integration.
Processing:
- Click Billing and select Invoices to return to the invoice sending screen.
- Tick the box for the invoice you want to send, then click Email. A popup will appear with three options:
- Auto-charge on due date: The payment will be charged automatically on the invoice due date.
- Charge automatically on: You can select a specific date for the payment to be charged.
- No auto-charge: No automatic charge will be applied.
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