Source One Software

Step-by-Step Guide to Setting Up Reoccurring Invoices in S1

1. Navigate to the Payments Area.

2. Click the blue “New” button.

3. Select “New Reoccurring Invoice” for reoccurring charges.

4. Choose the parent or person responsible for payment.

5. Verify that all contact information, including email address, phone number, and address, is correct.

6. Click “Add Product” and select the appropriate reoccurring product.

7. Confirm that only reoccurring products are on the invoice to avoid unintended charges.

8. Specify the frequency of the reoccurring charge (e.g., weekly or monthly).

9. Set the start and end dates for the invoice.

10. Include any necessary terms and conditions or special notes.

11. Decide on charging late fees; however, it’s often recommended to avoid using them.

12. Save the invoice setup.

13. Schedule the invoice for email delivery, and enable auto payment if preferred.

14. Choose whether to use a saved card or enter new card details if necessary.

15. Understand that the charge might not process first thing in the morning but will be completed later in the day.