Hey there, fellow digital marketers and business enthusiasts!
It’s Christine Seale, the High Level Queen, back with another game-changing tutorial for all of you looking to streamline your invoicing process. Today, I’m super excited to share with you how to send recurring invoices without relying on QuickBooks. Yes, you heard that right! In just five easy steps, you can simplify your billing process and free up more time to focus on growing your business. Let’s dive in!
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Step 1: Stripe Integration
First things first, let’s get your Stripe integration set up. Head over to the payments section and click on integrations. You’ll see both PayPal and Stripe options here, but for this tutorial, we’re going with Stripe. Click on “Connect” next to Stripe, and you’ll be prompted to log into your Stripe account and choose your desired account. This step ensures that your invoicing process is seamlessly connected to your payment gateway.
Step 2: Setting Up Your Branding
Now that your payment integration is sorted, it’s time to add your personal touch with branding. Navigate to the invoices section, click on “Recurring Templates,” and then on “New Recurring Template.” Here, you can set up your branding details. Add your logo, and don’t worry about the address—it’s automatically pulled from your account settings. If you need to tweak any details, you can do so easily. A well-branded invoice not only looks professional but also reinforces your brand identity with every transaction.
Step 3: Creating Your Invoice Template
Next, we move on to creating the actual invoice template. Decide how often you want to send the invoice—let’s say monthly—and set the start date. You have the flexibility to choose the frequency and duration that suits your business needs. You can also set the invoice to send a day in advance to ensure timely payments. Select the recipient from your contacts, and the system will auto-fill their information. This step is crucial as it sets the foundation for automated recurring billing.
Step 4: Adding Products and Pricing
With your template ready, it’s time to add the products or services you’ll be billing for. This information pulls directly from Stripe, making it super convenient. If you don’t see your product listed, you can easily add a new item. Enter the price and any additional notes or terms. This ensures clarity and transparency in your billing process, which is essential for maintaining good client relationships.
Step 5: Testing and Scheduling
Before you hit “Send,” it’s always a good idea to test your setup. Send a test invoice to yourself to make sure everything looks perfect. You can also perform a test payment to ensure that the transaction goes through smoothly. Once you’re satisfied, you can schedule the invoice to be sent either via email or text. Utilize the test mode feature in Stripe to check everything in the Stripe test portal. This final step guarantees that your recurring invoicing system is foolproof and ready to go live.
And there you have it! In just five simple steps, you’ve set up a robust system for sending recurring invoices without using QuickBooks. This process not only saves you time but also ensures accuracy and professionalism in your billing.
I hope you found this guide helpful. Don’t forget to grab your free trial of High Level using this link and get access to all my exclusive bonuses. Make sure to like and subscribe so you don’t miss any future videos from me. Thanks for watching, and I’ll see you next time!