Recurring Billing with Payment Plans

If you'd like to set up recurring billing for your customers, then you'll want to check out our payment plan module.

Go to Income -> Payment Plans and click on New Plan to enter in the details for recurring invoices.

When you are ready to generate new invoices for recurring plans, go to Income -> Payment Plans -> Post Plans.

You can choose to email out the invoices by checking the Email Invoices box. You can add an Email Template by going to Admin -> System -> Mail Templates -> Add and choosing to start an Invoice template. In your email template include the text {paybutton} where you'd like a link to go for your customers to click to pay their invoice. You'll need to have NolaPay set up first in order to receive payments this way (Admin -> Billing -> Credit Card Options -> Add New Account -> NolaPay -> Sign Up).