How to send a monthly payment?
Last updated April 17, 2024
Bank commitment from your customer
Once the first monthly payment is made, you can be assured that automatic direct debit will be set up for the remaining installments. Only the firm can cancel the direct debit.
-To send a monthly payment, you have two options:
1- Go to your interface and click on "Create a monthly payment"
A personal note can be added, and the email is sent in your name with your logo.
-Then all you have to do is fill in the necessary information to finalize the sending of the invoice.
- A description of the billed service
- A personal note to your customer
- Monthly payments : -Either you choose an indefinite duration -Or you enter the number of months (The date of the last payment will be calculated) The monthly payment will be active until you cancel it.
- Price including taxes
- You can choose whether bank fees will be borne by the customer or not (by checking the box or not)
- Customer information : -Customer's name or company name -Email
- You can upload an existing document (optional)
✅ Recurring payment: Offer monthly packages to ensure secure recurring income, easily set up subscriptions (indefinite duration) with direct debit.
2- On the left side of your interface, click on "More" and "Subscriptions"
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