When you set up recurring payments at the System Level, every invoice for every customer within InvoiceSherpa will be charged automatically to the payment method of the customer on file. (To learn how to add a customer payment method, click here)


Follow the steps below if you would like to set up Recurring Payments at the System Level


1. Ensure that All Invoices is selected in the Recurring Payments Settings screen. 


The All Invoices selection overwrites tagging customers and/or invoices for automatic payment. Essentially, if All Invoices is selected, every invoice will be paid automatically in InvoiceSherpa irrespective of if the customer is on autopay, or if the invoice is tagged with the word recurring or autopay in your accounting system. 


If you Do Not Want every invoice in InvoiceSherpa to be charged automatically to the payment method of the customer on file, ensure that Just Recurring Invoices is selected in the Recurring Payments Settings screen.


To learn how to set up recurring payments at the Customer Level, click here.

To learn how to set up recurring payments at the Invoice Level, click here.