How do I add a recurring note to an invoice?

This article explains how to add recurring notes to invoices.

What is a Recurring Note? A recurring note is a persistent message or reminder that can be added to an invoice, ensuring that important information is consistently communicated. 

There are 3 methods used to accomplish this. You can add a recurring note:  

To a payment plan

At sign-up

After booking

How to add a recurring note to a payment plan

Navigate to the service for which you'd like to add an Recurring Invoice Note:

From the top tabs, click on PAYMENT

Click the edit icon:

Select the payment plan by clicking "Update"

Scroll down to the bottom and add the recurring invoice note. Click UPDATE when finished. 

Adding recurring invoice notes at the payment plan level adds the note by default to all subscriptions created with that payment plan.

How to add a recurring note at sign-up

When manually booking a student, you can add a recurring invoice note at checkout. Click on "Add Note" at the bottom:

 

Be sure to toggle "Recurring" and click Add to save changes. 

How to add a recurring note to a student's subscription (after enrollment)

You can add a recurring invoice note directly onto the subscription after sign-up. 

Start by navigating to the student's profile: 

From their Subscriptions, click UPDATE

Scroll to the bottom to add the recurring invoice note 

Be sure to click "Replace" to save your changes. 

 

If you have any further questions or concerns, please contact us via chat or at support@opus1.io