Step-by-Step Guide to Setting Up a Recurring Invoice for Summer Camp

1.Navigate to the Payments Area

Access the payments section in your billing or invoicing software.

2.Create a New Recurring Invoice

Click on the ‘New’ button to start a new recurring invoice setup.

3.Select Customer and Add Product

• Choose the customer for whom the invoice is intended.

• Add the product or service related to the invoice, such as the Summer Camp program.

4.Set the Recurrence Schedule

• Specify the billing frequency (e.g., weekly).

• Choose the day of the week for billing, such as every Monday.

5.Define the Start and End Dates

• Enter the start date for billing (e.g., 26th of the month).

• Set the end date for the billing period (e.g., 28th of the following month).

6.Configure Invoice Sending Preferences

• Choose to send the invoice with zero days in advance.

• Opt for email notifications only to avoid frequent text alerts.

7.Enable Auto Payment

• Select ‘Yes’ to enable auto payment.

• Choose a saved card for automatic billing.

8.Send the Invoice

• Once all details are configured, hit ‘Send’ to finalize the setup.

9.Handling Special Billing Scenarios

• For customers with non-consecutive attendance (e.g., four weeks on, two weeks off, four weeks on), create separate invoices for each segment.

• Set the recurrence and dates accordingly for each invoice.

10.Single Week Attendance

• If billing for a single week, set the start and end dates to consecutive days (e.g., start on July 7th and end on July 8th).

By following these steps, you can efficiently set up and manage recurring invoices for Summer Camp or similar billing needs.