Recurring payments for invoices
Recurring payments for invoices
Accept automatic payments when you use recurring invoices
When you create a recurring invoice, your customers have the option to set up automatic payments using Bank Transfers (US only) and Credit/Debit cards, which is a great way to get paid faster and saves time for your customers, too.
When will my customer's card be charged for a recurring payment?
A customer who sets up recurring payments will be charged when each scheduled invoice is created. If you set the invoice to be sent on January 1st with a due date of January 5th, your customer will be charged on January 1st. Sunrise sends a receipt for each payment and notifies you when the invoice is paid.
How does my customer change their payment method or cancel a recurring payment?
Your customer can manage their payment method under "Subscriptions" or on any recurring invoice in their customer portal. They can change their payment type or stop automatic payments. If your customer removes their payment method, they will continue to receive invoices but will need to manually pay them. They can set up recurring payments at any time.
Can I make changes to future invoices with a recurring payment?
Yes, you can make changes to a recurring invoice after your customer has set up regular payments. However, you will need to notify them of changes up to 10 days prior* to the scheduled payment date. Sunrise will prompt you to send an email when you change an invoice with an attached recurring payment. Any changes you make will be charged on the next scheduled invoice date.
*To remain compliant with NACHA Operating Rules and Guidelines for bank payments and credit card processing, Sunrise requires that changes to recurring payments must include a notice that is sent ten calendar days before a scheduled payment for monthly or yearly payments, one week before weekly subscriptions, or one day before daily recurring payments.
Related Articles
Editing a recurring invoice
Making sure your recurring invoices are up to date is crucial to maintaining your relationship with your customers. No one likes receiving an unexpected invoice! If you need to make changes to future scheduled invoices, you can edit the recurring ...Creating new recurring invoices
Creating new recurring invoices Recurring invoices are a great way to put your invoices on autopilot If you have customers on retainer or invoice them frequently for the same thing, recurring invoices are going to save you a lot of time. To create a ...Credit Card Payments with Stripe
Stripe Payments are not available with free subscriptions. Upgrade your subscription here to use Stripe. You’ve created and sent your first invoice in Sunrise. Yipee! Days pass, and your customer still hasn’t paid you. Sad Face. Our integration with ...Variables for Recurring Invoices and Email Templates
Use these variables to automatically populate default emails or recurring invoices. With subscription invoice variables, you do not have to manually update subscription invoices with, for example, week number, month name, and more. This means that ...Can I set up automatic invoice reminders?
Currently, we don't have automatic invoice notifications. However, the process of sending reminders is straightforward. You can even add late fees. From a functionality point of view, we felt there was a danger to your business relationships if ...