Hey guys, what's up?
It's Christine Seale, the high level queen.
And today I'm going to show you guys how
to send recurring invoices without using QuickBooks in just five easy steps.
So let's get started.
So for those of you guys who don't know, we actually have a free Facebook group
called marketing agency Automation Secrets where we give away hundreds of dollars
in free trainings every single week to our members.
So click the link below to go check that out.
Okay, so before we get started,
if you guys aren't already using high level, haven't heard of it.
It's the all in one platform I.
Use to send two way text, two.
Way email, funnels, websites, recurring payments, invoicing billing,
stripe integration, and reputation management and so much more.
So you can get a free trial plus all the bonuses by using my link below.
I'm going to get right into it.
So after you get in here,
set everything up, which I have another video on how to do that.
Step one, the first thing you want.
To do is go into payments.
DND click on Integrations.
You're going to see PayPal or Stripe in here.
I'm doing this tutorial based on stripe integration.
So go ahead and click on Connect on Stripe.
It's going to prompt you to log into your stripe and you choose your account.
So go ahead and do that. Okay.
Then step two, you want to set up your branding.
So click on Invoices and click on Recurring Templates.
DND click on new recurring template.
And here you'll see the branding settings for your invoice.
You can see I've already set this up, but it's pretty easy to do.
All you have to do is add.
Your logo here and it's actually going to pull in your address from the account.
So you don't even have to mess.
With it if you don't want to.
If you want to change something, you can.
Okay, then step three, we're going to go ahead and create our template.
So we're going to choose how often.
We want to send this and we're.
Going to say monthly.
And then we're just going to say.
The first.
Of every one month.
But you can actually do this as.
Much or infrequent as you want.
And then the start date here, if we're doing it on the first month.
That'S actually tomorrow, but we're going to do that.
And then you can either do never.
You can do by a certain day or after a certain number of occurrences.
I'm just going to not do never and then send the invoice one day in advance.
I'm going to go ahead and do that. So it sends it today.
And then here we are going to pick a person.
I'm going to pick myself.
That's weird.
Okay.
And it's automatically going to pull in my contact information here so it pulls.
In all your contacts.
And then step four, we're going to go ahead and add a product and.
This is pulling directly from Stripe.
So if you don't see anything here.
You'Re going to want to add a new item and then this is actually.
Going to integrate directly with Stripe or PayPal.
Okay.
And then it pulls in the price.
And everything like that.
And then you can add notes or.
Terms down here or you can even.
Add additional items if you want to do that.
Okay, then we're going to go ahead.
And we can.
Save it.
And then we'll see here it says recurring every month now.
And then you can go ahead and.
Either save and close or schedule.
You know me, I always say test.
So step five, we're going to test it.
Go ahead and send it to yourself.
And make sure that everything looks good.
And then you can even do a test payment if you want to do that.
So.
We'Re going to go ahead and save it.
And then how you actually are going to see what's going on here is you're going
to click Schedule and then you can either do an email, text.
An email or a text.
And then here's where you do test mode.
So if you put it in test mode then you're going to use
that and a date in the future with any CDC and it should go through.
Test mode on Stripe.
You'll see it come through on the.
Stripe test portal and should be good to go.
So there you have it.
That's how you set up recurring invoices
and recurring payments, not using QuickBooks.
I hope you guys enjoyed this.
Don't forget to grab your free trial.
Using the link below and get all my bonuses.
Don't forget to like and subscribe so you
don't miss any future videos from me and I'll see you next time.