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.
- Navigate to the the Billing Page or an Account's Billing tab
- Click +New in the upper-right corner of the screen.
- Click Recurring Charge.
- Select the Account and Contact who is paying the bill.
Note: Only Account Owners can receive invoices.
- Remain the Task Owner or select another firm member.
- Select Item.
- Add invoice Amount.
- Select a Start Date.
- Click Set Recurring to select day of month, intervals, and end date (if needed).
- Click Done.
- 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.
- Add an Invoice Description and Message, and attachments if necessary.
- Click Continue.
- 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.
Authorizing Recurring Billing
Liscio Billing allows you to authorize recurring billing charges for automatic debits. When a recurring invoice is set up for your account, you will receive an email notification asking for payment authorization. You can authorize using the email ...
Setting up Liscio Billing
Liscio Billing gives you and your clients a singular, secure space for payments and transaction billing. Clients won’t have to question an unfamiliar link in an email asking for their payment information. Integration with QuickBooks Online allows ...
Paying a One-Time Invoice
Liscio Billing allows you to pay one-time invoices set by the firm you're working with. When an invoice is set up for your account, you will receive an email notification requesting payment. You can pay using the email link or by logging in to ...
Sending Clients an Invoice
Invoices can be sent from the main Billing Page or under an Account's Billing tab. Stripe must be enabled to have Billing access. Step-by-step: From the Billing Page or an Account's Billing tab, Click +New in the upper-right corner of the screen. ...
How to Create Recurring Tasks
Click Add New, then click Task, then select the task type. Note: All task types can be made recurring except for Invoice tasks and eDocs. On the right-hand side, click Set Recurring. Set the task to recur weekly, monthly, or yearly. Select an End ...