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Attach a recurring invoice to a contact form

Trigger a recurring invoice to be sent to your client when they submit a form on your website

Written by Meredith

When a client fills out a form on your website, you can enroll them in a recurring invoice series by creating an invoice and attaching it to the desired form.

  1. Log in to B12.io and click Payments and Invoicing.

  2. Click Create Invoice. A preview of the invoice will be generated on the right side of the screen, which you will customize on the left side of the screen.

  3. If you want to edit your business contact information that appears under From in the invoice preview, click Edit under Business information, make the edits, and click Save.

  4. Set the invoice to Recurring.

  5. Select the due date for the first invoice, when they should repeat, and what should end the invoices being sent.

  6. You don't need to add line items, as your client will add services for themselves when they submit the form.

  7. Optionally, you can edit the default email that will be sent to your client, or set Next Steps. Follow this article for those settings.

  8. Take note of the invoice number in the top right corner as you will need this when attaching the invoice to the form.

  9. The invoice saves automatically, so you can now navigate to the form you want to trigger the recurring invoice series by going back to the dashboard, clicking Website, and clicking Pages. If you need to create a new form instead of using an existing form, follow these steps.

  10. Click on the form, click Form details, click the Add fields dropdown, and select Services and products.

  11. Click the new Services and products field to expand it, and click Add default invoice template. Select the invoice with the correct invoice number.

  12. Then add the services or products you want the customer to purchase by clicking Add existing items and searching for the services. The Services and products field should look something like this when done (see the "Advisory service" has been added, and Invoice 038 is attached).

  13. Click Preview. The form will load, and we recommend you fill out the form and click Submit to test it is working. If it works correctly, click Publish.