This article will walk you through how to create an order that is billed on a recurring cycle vs. a one time order.
Step By Step Instructions:
Navigate to Orders > Create Order
After selecting the order Location (only for multi-location businesses) mark the check box "Cycle Billing"
Click the pencil icon on the right hand side to expand your cycle billing configurations
Input information for the following boxes:
Cycle Bill Length - How long each cycle will be for the duration of the order
Payment Terms - How long the customer has to pay the invoice from the invoice billing date (the day the invoice is sent to the customer)
Day of Cycle Invoice Sent to Customer - Day of the cycle the customer will be emailed that cycle's invoice (will determine the date on the invoice)
Save
If the payment method will be credit card, select if you want Automatic Card Payments that will be charged on the invoice due date
When adding the Rent To date for each product you will either add the end date you want, or you can select the "x" on the right hand side to remove the end date and create an open-ended rental order.
*Note* removing the end date will have the order continue to create new invoices every cycle period until an end date is added to the contract or the order is Off-rented.
Finish creating your order like a normal order. Reference How To Create A New Order In the Admin Console for more help.
All one time fees including any sale items will be part of 1st invoice. Any fee with unit ‘EA’ (each) will also be part of the recurring invoices.
All invoices for each cycle of the order will appear under the invoices section within the order
Click the dropdown arrow next to each invoice to see the details of that specific invoice.
If automatic card payments are not turned on, you can use the pay button to pay for any individual invoice.
3 Invoice Statuses
Draft - Invoice has been created but not sent to the customer
Payable - Invoice has been sent to the customer and is payment can be collected
Past Due - Invoice payment has not been collected and the due has passed
Once the order is finished, click Off Rent to complete the order.
If at any point you need to make changes to an upcoming cycle, you can just edit the contract and the next invoice will be generated based on the current contract details. Please reference this article for editing orders if needed: Editing Existing Orders