Recurring Invoices: Can I collect card information but bill customers at a later date?

[BHVAC]

The title of this thread has been edited from the original: recurring invoices

When setting up a recurring invoice, is there an option to collect card information at that time to be billed at a later date? My recurring billing will be scheduled for the first of each month as an automatic debit from my customers account. I would like to input card information at the time of sell rather than sending an invoice at the first of the month expecting the customer to input card information at that time.

[Helen]

Hi @BHVAC! You can decide to start the recurring invoice on a specific date in the future - but your customers will only have the option to enter their card information when they pay the first invoice. So if you want to bill customers at the end of the month you can set the recurring invoice to start at the end of the month, and that is when they'll receive their first invoice. 

If you wanted to collect and save your customer's card information first you can do so from the Point of Sale app when you meet your customer, or from your Customer Directory online. (Note: To save a customer's card information to your Directory they must provide written authorization first, you can download a template from your Directory.) When a customer has a card saved on file you can select that card as the Payment Method when creating a new recurring series.

Let me know if you have any other questions about this!