Sending Invoices Before Automatic Payments

If you’ve set up your recurring invoices on Auto-BillPay, the automatic charge normally happens on the day the invoice is created.

What if you want to send the invoice in advance, and let them know that they will be automatically charged on a certain date in the near future? To do this, define your recurring invoice as follows:

  • Set the Billing Period Start to the date when you want the charge to happen.
  • Enter a Billing Period Offset, this will be the number of days you want the invoice to be created and sent in advance. Notice that when you enter an offset, the Next Invoice Date will be automatically calculated, this will be the actual date the invoice will be created and sent.
  • In the Auto-BillPay Options drop down, select Billing Period Start.
  • Ensure that Auto-BillPay checkbox is ticked and payment information, such as credit card, bank information, token, etc., are populated.

For example:

In the above screenshot, the invoice will be sent on 7/25/2020 with a note on the invoice stating the date of the automatic charge:

You can also find the same information on the invoice record:

 

Was this article helpful?

Related Articles

Comments are closed.

  • About Us

    Founded in 2012, Kulturra.com builds enterprise apps on the Force.com platform. We have created some of the most popular apps on the AppExchange in the payments and billing space.

  • Our Culture

    As a company, we believe in simple. So we build simple applications out of complex processes. We also provide unparalleled customer support because we truly believe that our customers' success is our success. Read more on what our customers say about us.
  • Check Our Customer Reviews

    2015sf_Partner_Available_On_appexchange_RGB_Gray_Border
Copyright © 2020 Kulturra.com, Inc.
21151 S. Western Ave., Suite 215, Torrance, CA 90501, USA
MSA
All trademarks, trade names and logos appearing on the site are the property of their respective owners.
^ Back to Top