Streamline Your Invoices with Invoice Crowd for Research and Development

Invoice crowd for Research and Development

in this video we will explore how to set up recurring and subscription payments with invoice [Music] crowd first we will explore how to set up an invoice with both one-time payment and a recurring [Music] item first add your items [Music] in this example we have added two items one of which will be a recurring item to set an item as recurring click on your icon next to [Music] it adjust your recurring settings and then click [Music] submit the charge type determines if payments will be automatically deducted at each interval choosing manual means an invoice will be sent to the customer who must then manually complete the payment selecting automatic ensures that customers are charged automatically at the specified intervals [Music] save the invoice once the recurring settings are configured [Music] if the charge type is set to manual a recurring invoice profile is created for the recurring items with an enabled status after the first invoice payment subsequent invoices will include only the recurring items for the automatic charge type a recurring invoice profile is also generated after the first payment however it is initially set to disabled on the next scheduled date another invoice with with only the recurring items is sent requiring the customer to enter their payment details once the payment details are set the recurring invoice profile is enabled and the customer will be charged automatically for subsequent [Music] invoices now that we've explored invoices featuring both single and recurring items it's time to create an invoice that consists only of recurring items navigate to the recurring section and click on the create button to generate a recurring invoice profile [Music] here we are going with the automatic charge type [Music] once everything is ready we can preview and then send it to our customer [Music] since this is set to automatic charge type the subscription payment method has been triggered in the pop-up modal after the payment is made your customer will be automatically charged at the designated intervals [Music] to view a report of all invoices generated from a specific recurring invoice profile simply click on the report and it will display a list of all the invoices created through that [Music] profile similarly to find the recurring invoice profile that initiated a specific invoice click on the r ORS icon beside the invoice the selection of R ORS is based on whether the charge type is manual or automatic and it will lead you to the appropriate recurring invoice [Music] profile that brings us to the end of our session on recurring and subscription settings we hope you found it helpful