How to Create Recurring Invoices

  • Updated

Recurring invoices are a great way to automate billing for services that are charged on a regular schedule, such as memberships, monthly programs, or ongoing treatment plans.

Once a recurring invoice is set up, Juvonno can automatically create invoices and process payments automatically based on the schedule you choose. 

 

What You Need 

Before you begin, make sure: 

  • The Recurring Invoice module is enabled in your General System Settings (instructions are included below) 
  • A payment gateway is configured

 

Permissions 

You will need: 

  • Access to Accounting 
  • A User Type with access to the General System Settings (if you need to enable to module first) 

Contact your clinic administrator if you do not have the required permissions. 

 

Creating a Recurring Invoice 

  1. Go to Accounting 

 

 

2. Under Billing, select Recurring Invoices 

 

 

  1. Click +New Recurring Invoice

 

 

  1. Complete the recurring invoice details 

 

 

Patient 
  • Select the patient who will receive the recurring invoice
Treatment Plan
  • Optionally link the invoice to a treatment plan
Insurance
  • Select an insurance policy if applicable
Complaints
  • Optionally associate the invoice with a complaint
Clinic
  • Select the clinic where the invoice belongs
Practitioner
  • Choose a practitioner, or leave blank if one is not required
Date
  • Enter the date the recurring invoice begins 
Notes
  • Add any notes you want to appear on the invoice (optional) 
Frequency
  • Choose how often invoices are created: 
    • Weekly
    • Semi-monthly
    • Monthly
    • Quarterly
    • Yearly
Invoice Date
  • Select the invoice date
Start Day
  • Choose the day of the month invoices should be generated 
Creation Type
  • Select Automatic invoice creation 
Automatic Payment
  • Select the patient's credit card 
Status
  • Set the recurring invoice to Active or Inactive 
Invoice Items 
  • Add the item number or service, quantity, practitioner, amount, and total for the recurring invoice

 

  1. Click Save 

 

Result 

Your recurring invoice is saved. On each scheduled date, Juvonno will automatically create the invoice and process the payment through your payment gateway.

 

Searching for a Recurring Invoice 

To search for a recurring invoice: 

  1. Click Accounting
  2. Under Billing, select Recurring Invoices 
  3. Enter your search parameters
  4. Click Search 

 

 

  1. The menu icon next to any recurring invoice record provides the following options: 
    • Edit - Make changes to the invoice 
    • Patient Profile - View the patient's profile 
    • Create Invoice - Manually create an invoice 
    • Make Inactive - Retire this recurring invoice 

 

 

 

Cancelling a Recurring Invoice 

  1. Go to Accounting 
  2. Under Billing, select Recurring Invoices
  3. Enter your parameters to search for the invoice 
  4. Click the menu icon 
  5. Select Make Inactive 

 

 

How to Enable the Recurring Invoice Module

A user with access to your General System Settings can enable this module by following these steps: 

  1. Go to Settings 
  2. Under System & Company Settings, select General 
  3. Click Modules 
  4. Navigate to the Advanced section
  5. Find Recurring Invoice and to Enabled 
  6. Save your changes 

 

Was this article helpful?

0 out of 2 found this helpful