To indicate which invoices to charge and when on the Recurring Payments Settings screen, complete the following steps:

  1. Select Recurring Payments from the left navigation area.
  2. Select the Settings tab at the top.

A sample Recurring Payments Settings screen is illustrated below.

  1. Select which invoices to charge:  
    • All Invoices will automatically charge the customer's payment method on file for every invoice submitted to every customer.
    • Just Recurring Invoices will only charge the customer's payment method on file for customers or invoices that are tagged as recurring.
    • *We highly suggest you read our guides on Setting Up Recurring Payments at the System/Customer/ Invoice  Level for more information in regards to which selection to make for your business.
  2. Select an option from the When to charge invoice? drop down list. We recommend selecting The day the invoice is due, but other options are available, depending on your needs.
  3. Select Save Settings.