Créer et appliquer des modèles de factures récurrentes

Les modèles de factures récurrentes sont un excellent moyen de simplifier et d'optimiser vos procédures de facturation. En configurant une facture récurrente, vous pouvez automatiser le processus de facturation pour les paiements d'abonnement réguliers avec autorisation de paiement, ce qui vous fait gagner du temps et des efforts. De plus, les factures récurrentes garantissent la cohérence et l’uniformité dans toutes les interactions avec les clients, réduisant ainsi le risque d’erreurs et de confusion. Ici, nous montrons comment les créer.

Travaux en cours

You will be able to use recurring invoice templates for automations, too.

Create recurring invoice templates

A recurring invoice template can be created by a firm owner, admin or team member with access rights to manage templates .

To create a recurring invoice template, go to Templates > Firm templates from the left menu bar, then Recurring invoices. Next, click Create template.

The Create recurring invoice template window can be split into two parts:

• La première partie comprend les paramètres de récurrence, le mode de paiement et les métadonnées décrivant le modèle et la facture. 

• La deuxième partie comprend les paramètres d'autorisation de paiement, le QuickBooks paramètres d'intégration et détails concernant les services et le montant. Pour plus d’informations, consultez les descriptions ci-dessous. 

  

Dans la première partie, vous disposez des options suivantes :

1. Template name: You’ll see this when selecting the template.

2. Choose a payment method: This is how you want your invoices to be paid (either by credit card, bank debit, or both). We support a number of payment methods . When the default payment provider is disabled, the payment method will be switched to Credit card for all recurring invoice templates.

3., 4. Starts on: This is when the first invoice will be sent to the client after agreeing to the recurrence. This may be upon acceptance (for recurring invoices with payment authorization only) or on a specific date. If Specific dateis chosen, you need to select it under the First invoice date.

5, 6. Recurrence(s):  Enter how many invoices you want to send and select a time interval between them.

7. Team member: Select the team member who will receive the payments (by default, the person creating the invoice receives it).

8. Name:  The recurring invoice name (e.g. Bookkeeping 2023 or Financial Planning 2024). The client will see it only for recurring invoices with payment authorization.

9. Description: Add an optional description outlining what’s included in the invoice. You can use account shortcodes based on custom fields and date shortcodes. Here’s more on shortcodes .

Dans la deuxième partie, vous disposez des options suivantes :

1. Payment authorization: Select one of the options:

   • Automatic payment: After the client accepts the recurring invoice terms, invoices will be issued according to your schedule, and the client’s card/bank account will be charged automatically. This option is available for Stripe only.

   • Paiement manuel de la facture : Les factures seront émises et envoyées au client selon votre planning, mais celui-ci devra les payer manuellement à chaque fois.

2. Email invoice to client: This message will replace the default text in the email system notification sent along with the invoice. The email won’t be accessible to you after you send the request. You can also use account  shortcodes  based on  custom fields  and date shortcodes. 

3. QuickBooks settings: Select Location and Class for the invoice to be sent to QuickBooks. Clients will not see this field. Note that the QuickBooks settings section is displayed only if you turn it on in QuickBooks. Go to Account and Settings > Advanced > Categories and turn on tracking locations and/or classes.

4. Line items: In the Line items section, you can:

• Add line item: Click Line item, then either select an existing service or create a new one. Fill in the Rate field, set the number of services and tax (here’s more on tax rates in invoices ), and type in the Description (optional). Select Class to be sent to QuickBooks (clients will not see this field).

• Appliquer des remises : pour ajouter un élément de campagne de remise, cliquez sur Remise , puis remplissez le champ Tarif . 

• Gérer les éléments de campagne : cliquez sur l'icône de la corbeille pour supprimer un élément de campagne. Cliquez sur trois points pour modifier, dupliquer, supprimer ou créer un nouveau service à partir de celui-ci.

• Adjust settings: Click Settings to determine which columns will be displayed in your invoice.  If the Description and Service date fields are empty and you didn’t hide them, they will automatically be hidden from the invoice. There is a different logic for the Rates & Qty and Tax columns: you should hide them in Settings so they are not displayed in the invoice, even if the value is set to 0. 

5,8. Summary lets you see:

• Sous-total : Il s'agit de la somme des montants hors taxes des prestations fournies. Vous pouvez le modifier si vous n'avez pas de ligne. Une fois ajoutée, elle est calculée automatiquement et ne peut pas être modifiée.

• VAT rate: If you don’t have line items, you can edit the VAT rate. If you have line items, to edit the VAT rate, you need to enable the VAT column for the line items (here’s more on sales tax ).

• Montant de TVA : Calculé automatiquement à partir du sous-total x taux de TVA .

• Total : Calculé automatiquement à partir du sous-total + montant de la TVA .

Additionally, in the end, after the  Payment schedule section, you can review the main settings of the recurring invoice: the number of payments you are expecting, the amount of each, and the total amount.

6. Note to client: You can add Note to client and personalize it using shortcodes. It can be either a note with the payment details or just a message. This note will be displayed in the client portal and in the PDF invoice.

7. Payment schedule: Review the dates when each of the invoices will be sent. 

Apply recurring invoice templates

Recurring invoice templates could be used either while creating recurring invoices or while creating proposals .

Voici comment:

1. Créez une nouvelle facture ou ajoutez une facture à la proposition.

2. Set the Invoice type to Recurring.

3. Click the Invoice template list to expand it, then select a template and сontinue by setting up the recurring invoice. You can now make changes to the amount, tax rate, etc.

Note

Changes you make to invoices don’t affect the template used to make it.

Edit recurring invoice templates

Pour apporter des modifications à un modèle de facture récurrente, procédez comme suit :

1. Go to Templates > Firm templates from the left menu bar, then select Recurring invoices. Next, click on the recurring invoice template name in the list.

2. Make changes to the recurring invoice template, then click Save & Exit.

   

Duplicate recurring invoice templates

To create a new recurring invoice template from an existing one, click three dots to the far right of the recurring invoice template, then select Duplicate from the drop-down. The recurring invoice template copy will be saved with a suffix (e.g., Form1040 (2)).

Delete recurring invoice templates

To remove a recurring invoice template completely, click three dots to the far right of the recurring invoice template name, select Delete in the drop-down, then click Delete again to confirm.

Votre liste de modèles de factures récurrentes

TaxDome allows you to easily track your recurring invoice templates so you are always able to find them quickly and easily. For an overall picture of your recurring invoice templates, go to Templates > Firm templates from the left menu bar, then Recurring invoices.

The entire recurring invoice template list is available to a firm owner and admin or any team member with access rights to manage templates . Otherwise, this page will not be available.

The  Recurring invoices page is fully customizable (see below). Here, you may have columns for:

• Nom : C'est ce que vous verrez lors de la sélection du modèle.

• Description: The description outlining what’s included in the invoice.

• Autorisation de paiement : si les paiements seront traités automatiquement ou non.

• Contrôles : s'il faut afficher les contrôles pour ouvrir la liste déroulante avec les options Modifier , Dupliquer et Supprimer .

  Column names are visible at all times while you’re scrolling. You also can click the up-down arrow next to the header of the column you wish to sort.

  

  The list of recurring invoices templates can be customized in different ways. You can resize, enable, disable and move columns to your liking. To customize the columns, click and hold the divider between the names of the columns and resize it by moving your mouse. To set up the columns you want to be displayed in the section with the list of recurring invoices templates, click the gear icon on the top right of the table.

  

  You can enable, disable or move any columns you want. After clicking  Apply, the table will be rebuilt with new columns.

  Clicking Reset will display all columns.

  

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