You can use Syncro's recurring/scheduled invoice feature to generate and automatically send invoices to a customer. If you use an integrated Payment Gateway and a saved credit card, a recurring invoice can also automatically charge your customer.

Notes:

• Recurring invoices run at 6:00 AM local time. On peak days (the first of the month, for instance) they can take a couple of hours to finish.
• You cannot send a Recurring Invoice before it has been generated.

From the Scheduled Invoices Page

To create a recurring invoice, follow these steps:

1. Select the Invoices tab from the tab bar. If available, a list of existing invoices appears in the Invoices table. 
2. From the Invoice Modules button menu, select Recurring Invoices: 

The Scheduled Invoices page displays, showing any existing recurring invoices.   

Tip: You can also navigate to the Schedule Invoices page from Admin > Invoices - Recurring Invoices.

3. In the upper right, click New Schedule. The New Recurring Invoice page displays:

4. Select a Customer name from the list and click Proceed.  

5. In the RECURRING SCHEDULE section, complete any fields for your invoice. Template Name, Frequency, and Run Next At are required fields:

Tip: You might use the "In Advance" period mode as protection coverage for the upcoming month. "In Arrears" may be appropriate for Backup Data Usage (for the previous month).

6. In the INVOICE section, complete any fields to reflect how you'd like to bill your customers: 

 
Tip: You can use the "Add any Pending Ticket Charges" box to automatically compile any billable time on tickets onto the resulting invoice.

7. In the BILLING section, complete any fields to reflect how you'd like to bill your customers: 
   
   

Tips: 

• If you accept deposits or issue billing corrections as customer credit, check the "Automatically Apply Any Customer Credit" box so the credit balance is automatically applied to your customer's recurring invoices as they're generated.
• If you use stored Payment Profiles, check the “Auto Charge Payment Profile on File” box and select the credit card to use. Optionally check the "Retry the Payment Later if the Billing Fails" box.
• If you have a contract for the client, select it here. This will keep the recurring invoice aligned to the expiry data, and you can optionally have a ticket created to warn you about the upcoming expiration. The recurring invoice will also auto pause when the expiration hits so that you do not accidentally bill the client incorrectly.

8. Click Create Schedule. The Recurring Invoice appears in the Scheduled Invoices table.  

From an Individual Invoice

Note: In this path, Syncro already knows the Customer you mean so you don't have to select them.

While viewing an individual invoice, you can decide to make it recurring using the Actions button menu. To do this, follow these steps:

1. From the Actions button menu, select "Make Recurring": 
    
   Syncro displays the Add Recurring Schedule pop-up: 
   
   
2. Give the template used to create recurring invoices a name.
3. Optionally, supply a name for the invoices generated from that template.
4. Select the Frequency and the date to Start sending the invoices.
5. If you use Stored Payment Profiles, check the “Auto Charge Credit Card on File” box and select the credit card to use.
6. If desired, check the "Email Customer Payment Receipts" box.
7. If desired, check the "Mail Physical Invoice (costs money)" box.
8. Click Create Schedule. Syncro displays the Editing Recurring Invoice Template page: 
    
9. Scroll down and use the "Recurring Type" dropdown to add any additional line items: 
    
   Note: Your selection will cause Syncro to display additional fields for you to complete.
10. Click Update Schedule to save your changes.

Ways to Bill 

By Policy Folder

This is the preferred method for recurring invoices that allows each invoice to bill against all assets in a specific policy folder. Suppose you have the customer setup like:

Customer Name
- Servers
- Workstations

You could choose to bill everything under the Servers folder at $150 per server, for example, and then add a second line item counting everything in the Workstations folder for $100 per workstation:

Bill Using Asset Counter with Saved Asset Search

If you have mixed assets, such as some on policy A, some on policy B and some on C, you could instead flag assets with a custom field and move those into a Saved Asset Search (assuming you have three packages in total this would work universally for all customers). 

In the example below, we added a custom Mixed checkbox to the Syncro Device asset type:

You would then bill on a recurring invoice using the Asset Counter Recurring type in conjunction with a Saved Asset Search.

Note: Be sure you are not using a policy as your saved asset search, because that won't work.