Recurring billing

In Rowdx

1. Sales
2. Recurring billing

for accountants and the system manager

For billing the same customer the same amount repeatedly: a monthly subscription, a maintenance contract, accounting fees, an annual service. Set the invoice up once, and Rowdx issues it automatically on each date, submits it, and sends it to the customer.

Setting up recurring billing

1. New recurring invoice.
2. Customer and items and amounts as they'll appear on each invoice.
3. Frequency: monthly, quarterly, half-yearly, yearly.
4. Start date: the first submitted invoice is issued on it. And an end date if the contract has a fixed term.
5. Send on WhatsApp: each new invoice is sent as a PDF to the customer's mobile automatically (requires WhatsApp alerts in Integrations).
6. Save.

Following up

The screen lists all recurring invoices: customer, amount, frequency, next invoice date and how many have been issued.

• Pause (the customer froze the service) and Resume. Invoices already issued stay as they are.
• To change the amount: pause the current one and create a new one with the new amount from the next date.

Collect these invoices as usual with a payment or a payment link, and follow overdue ones in Collections.