Fatora’s recurring invoicing feature is the perfect tool for businesses offering subscription-based or periodic services, such as maintenance, hosting, or monthly subscriptions. This feature saves time and effort by automating invoice creation on a predefined schedule, ensuring a smooth and continuous payment collection process.
Steps to Set Up Recurring Invoices on Fatora
1️⃣ Log In to Your Account
- Visit fatora.io or open the Fatora app.
- Enter your credentials to access the dashboard.
2️⃣ Navigate to the Invoices Section
- From the dashboard, select "Invoices."
- Click "Create New Invoice" and choose "Recurring Invoice."
3️⃣ Enter Invoice Details
- Customer Name: Add the details of the client who will receive the recurring invoices.
- Service/Product Description: Provide a clear description of the service or product.
- Amount: Specify the total payable amount.
4️⃣ Set the Recurrence Schedule
- Choose the appropriate frequency, such as daily, weekly, monthly, or annually.
- Define the start date and, optionally, the end date of the recurring invoices.
5️⃣ Configure Reminders and Payment Options
- Set up automatic reminders to notify clients before the due date.
- Select suitable payment methods, such as credit cards, digital wallets, or bank transfers.
6️⃣ Save and Activate the Invoice
- Click "Save" and then "Activate" to start sending invoices automatically based on the selected schedule.
Benefits of Recurring Invoices with Fatora
1️⃣ Save Time and Effort
- Automating recurring invoices reduces repetitive tasks, allowing you to focus on growing your business.
2️⃣ Improve Cash Flow
- Organized payment schedules ensure timely collections and consistent cash flow.
3️⃣ Enhance Customer Satisfaction
- Automatic reminders provide convenience for customers, helping them avoid missed payments.
4️⃣ Minimize Errors
- Automated invoices reduce the risk of manual entry errors, ensuring accuracy in billing.
Tips for Successful Recurring Invoicing
- Regularly Update Customer Information: Ensure customer data is accurate to avoid errors.
- Review the Schedule Frequently: Double-check the recurrence schedule to prevent invoices from being issued incorrectly.
- Provide Clear Instructions: Include clear payment methods and terms on each invoice.
Conclusion
Fatora’s
recurring invoicing feature simplifies billing processes, enabling you to manage payments efficiently and automatically. By leveraging this tool, you can improve business efficiency, ensure a steady cash flow, and reduce manual intervention in your invoicing operations.
📲
Start automating your invoices today! Visit
Fatora.io and experience seamless recurring invoicing. 🚀
New
