Recurring Profiles allow you to create a single invoice “Profile”, and fill that Profile with any items, taxes, and discounts that you would like. Once the Profile has the desired total, you can set the timeframe for the subsequent invoices (weekly, monthly, yearly, etc), as well as a duration period (6 months, 12 months, etc). After that, simply assign the Profile to a Contact and/or Circle, and save. Once saved, the Recurring Profile will start to go to work. A new invoice will be created according to the previously defined timeframe, and that invoice will automatically be filled with the items, discounts, and taxes that you set in the original Recurring Profile. Each new invoice will be visible to the Contact in their dashboard, and they will be able to pay their recurring fees just like a normal invoice.
Modified on: Wed, 22 Feb, 2017 at 4:07 PM
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