Fortix PlatformFortix Freedom Business Systems FinanceHow to create a Reoccurring Billing/Invoice

How to create a Reoccurring Billing/Invoice

When you set up a business, one of your first tasks is deciding how to collect money from your customers. The Billing Profile system in Fortix enables you to set up the way you charge each customer for your products and services and records their preferred way of settling their accounts.

This article explains how to create a Billing Profile for a Reoccurring process for Invoicing in Fortix.

Navigate to the Billing Profile List View, Add a New Billing Profile or find the Billing Profile to be edited. Click Add New.

The quick link in the address bar is: /?billing_profiles

The CREATE NEW Billing Profiles page opens.

Find the Customer and project. The Recurring Billing will be active once the correct Billing Entity is selected.

Billing Profiles - Fortix Base - Google Chrome

The quick link in the address bar is: /?applications

Find the service in the Recurring Billing field by typing two letters and selecting the correct service.

The quantity, price and description fields are populated as per the billing entity record. Click on the icons for more options.

The Billing Setup field "Enabled" must be Yes for this billing profile entry to be automatically processed.

Billing Profiles - Fortix Base - Google Chrome

Completed the rest of the Billing Setup fields.

Complete the Automation Settings. Auto Process Payments, if Yes, will be processed using credit card stored in this Billing Profile.

Billing Profiles - Fortix Base - Google Chrome

Auto Email Invoice to Client - Yes, will send the invoice automatically to the client.

Billing Profiles - Fortix Base - Google Chrome

Unsuccessful Payment Process, will trigger a process of events and notifications with in Fortix.

Billing Profiles - Fortix Base - Google Chrome

Click SAVE to commit the record to the system.

Billing Profiles - Fortix Base - Google Chrome

The new REOCCURRING SERVICE billing profile has been added.

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