Recurring invoice are issued periodically for services or products that customers purchase on a continuous basis. Common examples include software subscriptions, monthly utility bills, and weekly magazine fees. This type of invoice simplifies the billing process for both businesses and customers by automating regular payments. By setting up recurring invoices, businesses can ensure consistent cash flow and reduce administrative workload. Customers appreciate the convenience of not having to remember to make payments each month, which can lead to higher customer satisfaction and retention rates.
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A Quick Look at Invoize
Invoize is a WordPress plugin designed to simplify the invoicing process for freelancers and service providers. A tool that will make your invoice creation and management simple, flexible, and practical.
Invoize consists of 2 versions, a free version and a paid version (Pro Version). You are required to use the Pro Version of the Invoize plugin to be able to use the recurring invoice feature. To find out more you can visit the WP Sora home page.
With WooCommerce Plugin
The first thing you should do is install the WooCommerce Subscriptions extension on your WooCommerce plugin.
You can move to the WooCommerce > Extensions menu on your WordPress sidebar.
You will see a search field on the top right. Enter the search word “subscription” to make the search easier.
That way you will find the extension, you just need to install it.
That way you can already create subscription products on your WooCommerce.
With the invoize plugin you only need to make settings in WooCommerce Settings. You can access it through Invoize > Settings.
You can choose Create Invoice or Create & Send Invoice in the On New Order setting.
Without WooCommerce Plugin
Good news for those of you who don’t want to subscribe to the WooCommerce Subscription extension, you can still create recurring invoices manually with the Invoize plugin.
The first thing you have to do is access the Invoize > Recurring menu on your WordPress sidebar.
To start creating a recurring invoice, you need to press the + Create Recurring button. You can find the button on the top right.
Continue creating your recurring invoice by filling in information related to the transaction such as customer, product details, and payment method.
Make settings in the Recurring Settings section according to the transaction you want to create an invoice for.
That way you will see the invoice that you created manually.
The invoice you have created will have information related to the Recurring Settings you have applied.
Conclusion
With the Invoize plugin you can simplify the billing process for your business and customers by automating regular payments. Customers appreciate the convenience of not having to remember to make payments every month, which can increase customer satisfaction and retention rates. We recommend that you have a platform to collect feedback from your customers. This aims to maintain good relationships with your customers and improve the quality of your products or services.
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