Setting Up Recurring Invoices

Setting Up Recurring Invoices

Billing within Liscio allows for recurring invoices to be sent to your clients from QBO or Liscio invoices.

Recurring invoices will automatically charge clients on the invoice date after they have authorized automatic debits. If the client has not authorized auto-debits, the invoice will show as Failed until they do. If payment fails, recurring invoices will still be created with a Failed status until the client updates the payment information.


Step-by-step:

  1. Navigate to the the Billing Page or an Account's Billing tab
  2. Click +New in the upper-right corner of the screen.
  3. Click Recurring Charge
  4. Select the Account and Contact who is paying the bill.
    Note: Only Account Owners can receive invoices.
  5. Remain the Task Owner or select another firm member.
  6. Select Item.
  7. Add invoice Amount.
  8. Select a Start Date.
  9. Click Set Recurring to select day of month, intervals, and end date (if needed).
  10. Click Done.
  11. Select the payment method.
    - Credit Card (limit $6,000)
    - ACH Only (limit $5,000)
    - Card and ACH
    Note: If the payment is made via credit card, Stripe will deduct 2.99% from the amount. If the payment is made with ACH, Stripe will deduct $1 from the amount. Your clients do not have the option to make partial payments.
  12. Add an Invoice Description and Message, and attachments if necessary.
  13. Click Continue.
  14. Review the Invoice Summary and click Send Charge.
Recurring Invoices can be found under the Recurring tab on the Billing page. The bill under the Recurring tab is the "parent" invoice. When clicking to open the bill, it will show the details of that bill, including invoice history.

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