- Creating an Invoice
- Creating an Invoice from a Time Report
- Customizing Invoices
- Charging your Clients
- Can my client make a payment without logging in to activeCollab?
- Can I create an Invoice which will be sent to my client every month?
- Remind Your Clients about an Overdue Payment
- Finance Reports
- Set up Payment Gateways and Start Receiving Payments
- Paypal Payment Gateway Setup
- Authorize.net Payment Gateway Setup
- Stripe Payment Gateway Setup
- BrainTree Payment Gateway Setup
- Using Different Tax Rates
Can I create an Invoice which will be sent to my client every month?
Yes, you can. Use Recurring Profiles to do that. Recurring Profiles are actually automated Invoices that are created periodically within a predefined time frame. You can use them to charge for your hosting services, support costs, monthly magazine subscriptions, etc.
Recurring profiles are available as an additional tab on the Invoices page. A New Recurring Profile resembles a new Invoice, with a few added functionalities:
- Notify Person - Only users from Client Companies who have the Receive and Pay Invoices permission enabled for their System Roles are listed.
- Starts on - Set the date when the first Invoice will be sent.
- Frequency - Select how often you wish the Invoices to be created - daily, weekly, monthly, yearly...
- Occurrence - Set how many times you wish this Invoice to be crated. If you have set the number to "3" and the frequency to "Monthly" in the previous step, activeCollab will create this same Invoice three months in a row - the Invoice will not be created on the fourth month.
- Auto Issue - If set to No, Draft (and not Issued) Invoices will be created automatically. Such an Invoice needs to be issued manually. On the other hand, if set to Yes, Invoices will be created, issued and sent to the client automatically.
How to cancel a Recurring Profile?
If there is no need for a Recurring Profile to send out Invoices, you can disable it. One way to do that, is to move the profile to Trash by accessing the Options menu. Alternatively, you can Archive the profile and have the option to reuse it if necessary.
