Mobile: Paying a recurring invoice
For services you receive regularly, like payroll or bookkeeping, your firm can automate payments using recurring invoices. Think of it as a subscription model where payments are withdrawn automatically from your bank account. The best part? You can manage it effortlessly through the mobile app, requiring no additional action after the initial setup.
Unlike the one-time invoices that you pay every month, recurring ones are automatically paid after the first payment authorization, with no further action needed from you.
Covered here:
- How to sign recurring invoices
- Where to find your recurring invoices
- Recurring invoices that require your action
- What happens if an automatic payment fails?
How to sign recurring invoices
You'll find recurring invoices that require your attention in the Home section under the Billing tab. Look for the icon with two spinning arrows to identify them.
To review and sign a recurring invoice, follow these steps:
1. Tap a recurring invoice marked as Pending in your Home or Billing sections.
2. Review the summary and details of the recurring invoice, then tap Next.
3. Choose your preferred payment method, enter your bank account or card details, then tap Next.
4. Sign the recurring invoice, check the agreement box, then tap Accept.
Once completed, your card or account will be automatically charged based on the schedule outlined in the recurring invoice.
Where to find your recurring invoices
All information about your recurring invoices can be found in the Recurring tab of the Billing section.
Your screen displays payment names, amounts, dates and statuses:
- Active: Blue icon. No action is required. Your subscription is active, and invoices will be sent to you according to the agreed-upon schedule.
- Pending: No icon. Action required. The recurring invoice is not signed. You need to review and accept it.
- Overdue: Red icon. Action required. One or more invoices are not paid on time. You need to update your payment details to proceed.
To view detailed information about dates and invoices paid, tap on any recurring invoice.
If the recurring invoice has Active or Overdue status, you will find the following fields, including information about recurring invoices:
- Recurrence: This field indicates how often the payment repeats, such as weekly, monthly or annually
- Each payment: Here, you'll see the amount of each individual payment within the recurring series
- Start date: The date when the recurring payment schedule begins
- Expiration date: The date of the last scheduled invoice according to the agreed-upon schedule
- Description: This field provides information about the specific details of the invoice, including items or services billed
- Schedule: This field shows the timing or frequency of the recurring payments, e.g. every 1st of the month
- Payment method: This field displays the chosen method for making the recurring payments, such as credit card or direct debit
Recurring invoices that require your action
Some recurring invoices require you to do something. You can always find out if there are any issues by looking at the icons on the items under the Recurring tab. Invoices that require you to do something have a red exclamation mark.
For example, there was an issue when charging your card or bank account, and for that reason, the next invoice sent according to the agreed schedule could not be paid.
To fix the issue, tap the recurring invoice, then Update payment details and either select another payment method or add a new one. Confirm by tapping Update.
