The NetCents invoicing system provides your business with a straightforward and secure way to send professional invoices. This guide will show you how to set up recurring invoices, and all of the different features available to choose from.
You can also quickly jump to "Canceling Recurring Invoices"
Creating Recurring Invoices
Step 1. Log in to your Merchant Gateway Account.
Step 2. On the navigation menu, click "Invoices" and then "Create New +".
Step 3. Fill in the invoice form.
Pay close attention to important details including the customer’s email address as the invoice will be sent directly to their email.
Tip: If you "Save Recipient", the recipient's information will be saved on your account and will be available for future use.
Step 4: On the above form, under "Recurring Invoice?", click "Yes".
Step 5: From here, you can set:
- A "start date" and "due date" for this recurring invoice
- The "Frequency": how often an invoice will be sent to the chosen recipient (either weekly, bi-weekly, monthly, quarterly, or yearly)
- Automatic payment reminder emails
You can add the NetCents processing fee to your clients by clicking the checkbox "Add NetCents processing fee to invoice total." This will generate a new total that includes your processing fees.
- You can also add a cusom fee by clicking the checkbox "Add custom fee to invoice total." You'll be able to give your custom fee a name and then it will show up as an additional line item in your invoice email. When your clients pay, they will see one total, but the email will display what the additional fee is for.
Step 6: Click "Create Recurring Billing" and the invoice will be sent on the chosen due date.
Step 7: Customer to open the invoice and make a payment.
This step is to be completed by the customer. To learn about the customer payment process, or educate your customer on how to make a payment you can refer to this article: How To Pay An Invoice.
Step 8: Once your customer pays the invoice, the status of the invoice will be updated to paid.
Congratulations on creating your recurring invoice and receiving a crypto payment!
In the event that the customer underpays (payment received is less than the amount due) or overpays (payment received is greater than the amount due), visit the transactions guide to learn how you can handle underpaid/overpaid transactions. The transactions guide will also cover instructions on how to issue a customer refund.
Canceling Recurring Invoices
Step 1: When you want to cancel a recurring invoice, first log in to your Merchant Account.
Step 2. On the navigation menu, click "Invoices" then "Recurring Billing".
Step 3. Hover over the invoice you want to cancel, and select "Cancel"
The system will confirm if you are sure you want to cancel this recurring invoice. To confirm this, click "Confirm".
If you are having any technical difficulties or have any questions, please contact us at: firstname.lastname@example.org.