Wix Studio: Creating and Managing Recurring Invoices
4 min read
Set up recurring invoices to automatically bill your clients on a regular basis. Choose from weekly, bi-weekly, monthly, or yearly billing cycles. Once your client makes the first payment, they're automatically charged the price of the invoice every billing cycle. Keep track and manage your recurring invoices to stay on top of payments.
Note:
This feature is available to Partners who are part of the Wix Marketplace.
Before you begin:
Make sure to connect your Wix Studio workspace to a payment method that supports automatic charging, such as Wix Payments. Click here to view a list of payment providers that accept recurring payments.
To set up a payment method, go to Invoices in your Wix Studio workspace, click More Actions at the top right and click Accept payments.
In this article, learn more about:
Creating recurring invoices
Create recurring invoices to automatically send invoices to your clients and charge them for your services. While creating an invoice, you can choose to charge the same amount on a weekly, bi-weekly, monthly or yearly basis. Once your client makes the first payment, they're automatically charged the price of the invoice every billing cycle.
To create a recurring invoice:
- Go to Marketplace Overview in your Wix Studio workspace.
- Click the Recurring Invoices tab on the left.
- (First time only) Click Get Started.
- Click + New Recurring Invoice at the top right.
- Choose the billing cycle to invoice your client:
- Billing cycle: Select how often to charge your client (Weekly, Bi-weekly, Monthly or Yearly).
- Ends after: Select when to end the charges (3 occurrences, 6 occurrences, 12 occurrences, Unlimited or Custom).
- Click Next.
- Enter the following details for this recurring invoice:
- Due Date: Choose a due date for the invoice.
- Customer: Choose a client for the invoice.
- Invoice Title: Enter a title for the invoice.
- Add the products or services for this recurring invoice:
- Product or Service: Select a product or service to add to the invoice.
Tip: Select + Add New to create a new item. Then enter the details and click Save. - Quantity: Enter the quantity of the product or service.
- Price: Enter a price for the product or service.
- (Optional) + Add Tax: Add one or two tax rates to the line item.
- (Optional) + Add Line Item: Add additional products or services to your invoice.
- (Optional) + Add Discount: Apply a percentage discount to the total amount.
- Product or Service: Select a product or service to add to the invoice.
- Enter additional info for the invoice:
- Notes: Enter any notes you'd like your client to be aware of.
- Terms: Enter any terms that apply to this invoice.
- Choose to preview, save or send your invoice:
- Preview: Click Preview at the top right to see the invoice your client will receive.
- Save: Click Save & Close at the top right to save the invoice to send at a later time.
- Send: Click Send Invoice at the top right to first review or edit the content of the email your client will receive with the invoice. Click Send when you're ready to send.
Managing your recurring invoices
Keep track of your recurring invoices and payment statuses. You can resend, edit or cancel the recurring invoice.
To manage recurring invoices:
- Go to Marketplace Overview in your Wix Studio workspace.
- Click the Recurring Invoices tab on the left.
- Click the More Actions icon
next to the invoice. - Select an action: Resend vis email, Edit or Cancel
Tip:
When individual invoices that are part of a recurring invoice are sent (e.g. January invoice, February invoice, March invoice), you can access them in the Invoices tab in your Wix Studio Workspace. From there, you can perform additional actions, including sharing an invoice link, recording payment, duplicating an invoice and more.
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