Recurring invoices can be set up to be sent automatically according to your own custom schedule. To get started, click on the Global Add Icon in Canopy.
What's in this Article
- Create a Recurring Invoice
- Set Up Recurring Payments
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Create, Edit, & Send Invoices; Invoices
- Licenses: Time & Billing
In-App Guide: You can follow an in-app guide to Create a Recurring Invoice by clicking here.
1. Select Invoice from the slide-in menu.
2. Click on the Invoice dropdown in the top-left corner.
3. Choose Recurring Invoice from the dropdown.
4. Assign a Contact to the invoice.
5. Input a Description for the invoice.
6. As needed, change the Terms for when payment is due.
The Due Date will automatically update to reflect changes to the Terms.
7. Select which columns to display on the invoice by checking their category in the Columns dropdown menu under the Gear icon.
- Click Done to update the visible columns.
- These are the columns that will be visible on the final invoice.
8. Fill out the start and end times for when the recurring invoice will be sent out.
- Select a Start Date.
- Select an option for when the invoice will quit recurring.
- You can choose to quit After a set number of occurrences, quit On a specified Date, or Never.
9. Specify the repetition information.
- Select a Frequency.
- Daily, Weekly, Monthly, or Yearly.
- Select a Repeat schedule.
- Day, First, Second, Third, Fourth, or Last.
- The subsequent columns will update according to your Repeat selection.
- Fill out the remaining columns as needed.
10. Complete your line item invoice information.
- Input a Service Item.
- Fill out each visible column.
- The columns will automatically update to reflect the service item's information.
- As needed, click + Add line item to add an additional service to the invoice.
11. Toggle Single Line Invoice to create an invoice that shows only a description and the totals due.
- After toggling Single Line Invoice, you will not be able to edit your service items and time entries. To edit services again, toggle Single Line Invoice to off.
- Enter a Description for the Single Line Invoice. Your description will be shown in place of the services.
12. To add a Client Note, switch the Client Note toggle to green.
13. To include Terms and Conditions, switch the Terms and Conditions toggle to green.
14. Click Start to begin the recurrence.
Alternatively, you can select Save as draft and go back to it later.
Set Up Recurring Payments
Recurring Payments allows you to set a cadence of scheduled payments within a client invoice. To get started, follow the Create a Recurring Invoice guide above to create an invoice.
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.
1. Switch the Recurring Payments toggle to active (green).
2. Select a Payment date.
You can require your clients to pay on the Due Date or the Invoice Date.
3. Select a Payment method.
You can choose Credit Card, ACH, or a previously added payment method.