What's in this Article
Applicable Roles/Permissions/Licenses
Roles: Any
Permissions: Access to the Contact; Invoices; Create, Edit & Send Invoices; Create, Edit & Refund Payments
Licenses: Time & Billing
Please Note:
To set up recurring payments, you must be enrolled in Canopy Payments.
The recurring payments toggle can not be activated until a Contact Name has been assigned to the invoice.
Time Entries cannot be added to invoices that have recurring payments active.
Recurring Payments allow you to set a cadence of scheduled payments toward a client's recurring invoice. For help creating a Recurring Invoice, please refer to the provided knowledge base article. This guide will show you how to apply recurring payments using the global add button.
Set Up Recurring Payments
1. Click on the Global + Button and select Payment from the slide-in menu.
2. Search for and select a Contact to apply to the payment.
You must have a Recurring Invoice set up to apply to the payment.
3. Select Recurring payment from the Payment type dropdown.
4. Choose a recurring invoice in the Select recurring series box.
The payment series will only apply to future invoices. Previously sent invoices will require a one-time payment entry to pay off.
5. Using the Pay on dropdown, choose to charge the payment on either the Due Date or the Invoice Date.
6. Click Continue.
7. Select a Payment method for the payment.
Refer to the knowledge base article for Saving Client Payment Information for help adding new payment methods.
Default payment methods are chosen by default.