Repeat billing is a feature that allows merchants to send repeated payable invoices to their customers at predefined intervals (weekly, monthly, or annually) for subscriptions products, or services.

This will send the customer an invoice email that he needs to pay manually. This is not considered recurring payments. Recurring payments is deducting the amount from the card directly with no need for customer interference.

In this article you will get to kno more about:

Create Repeat Billing
- A) Fixed Term Agreement Billing Type
- B) Open-ended Agreement Billing Type
How to create a bulk repeat billing invoice?

Create Repeat Billing

To create Repeat Billing in the dashboard menu, click on the (+) sign to create a new agreement

You will find the two types of repeat billings: Fixed Term (includes final payment) and Open-Ended (Does not include final payment) as clarified below:

A) Fixed Term Agreement Billing Type

Once you choose this type the below screen will be shown asking you to fill out it to create the repeated billing.

This type includes the final payment.

Here's the list of clarifications for each field in this form:

1. Set Agreement Name

2. Currency is the Profile Currency

3. Recurring invoice schedule

3.1. Initial invoice: If set, an initial invoice will be issued immediately

3.2. Followed by recurring invoice schedule

3.2.1. Number of invoices to be raised

3.2.2. The amount for each invoice

3.2.3. Frequency –Every x Day/Week/Month

3.2.4. Date of the 1stinvoice

3.2.5.For fixed term: If required, indicate the final payment amount

B) Open-ended Agreement Billing Type

Once you choose this type the below screen will be shown asking you to fill out it to create the repeated billing.

This type DOESN'T includes the final payment.

Here's the list of clarifications for each field in this form:

1. Set Agreement Name

2. Currency is the Profile Currency

3. Recurring invoice schedule

3.1.Initial invoice: If set, an initial invoice will be issued immediately

3.2.Followed by recurring invoice schedule

3.2.1.Choose ‘Regular’ for open-ended agreement

3.2.2.The amount for each invoice

3.2.3.Frequency –Every x Day/Week/Month

3.2.4.Date of the 1stinvoice

After you fill in the agreement, the schedule, and the customer details, you can then click “Save”

Now, the agreement will be shown under the list of agreements with two buttons that are available to cancel the agreement or view the recurring invoices through them.

The client will receive the initial payment invoice which includes the details along with the recurring invoices

Once the invoice is paid, the status will be changed from “pending” to “paid” and only then you can use the transaction button as a shortcut to move to the transaction details.