New business - setting up recurring invoices

YGFAndrea

I want recurring invoices to automatically happen once a customer makes their initial purchase. (it's for monthly consulting)

So, this is what I want to have happen:
1. Customer is on website and makes purchase of product (that was created in Wave)
2. 30 days later Wave auto-charges the customer's card automatically and sends them a receipt

How do I set this up? It seems like I can only just set up the recurring invoice outside of an order. If I can't do it as indicated above, is my best option to:

1. Collect payment information through a secure form from customer
2. Enter the info into Wave, process the first charge manually and then set up the recurring invoice

Thanks!

Gabriel_Krozkin

Hi @YGFAndrea,

In your case, I think the best option is to:
1).- The customer makes the first purchase (and you collect all the customer data, address, etc).
2).- Then you can request the customer their information (send a secure form) for credit card details to "auto-invoice" going forward.
3).- Setup the recurring invoice yourself in Wave with the information from the customer for recurring charges on month 2 onwards.

I believe this will be the best "workaround" for your scenario.

Let me know if you agree, or if you have other ideas.

Thanks.

Gabriel.

YGFAndrea

Thanks, Gabriel. I was just hoping for things to be a bit more "automated" so I don't have to do much, but it looks like for now I'll just have to set things up manually.