Recurring Invoice

Creating a Recurring Invoice on Copperx

1. Navigate to the Invoices Page

   1. Open your browser and go to Copperx Dashboard.

   2. Log in to your account if you haven't already.

2. Create a New Invoice

   1. Click on the Create Invoice button.

   2. You will be redirected to the invoice creation page: Create Invoice.

3. Select Customer

   1. Choose the customer you want to raise an invoice for.

   2. If the customer is not listed, you can add a new customer by clicking on the Add Customer option.

4. Configure Invoice Details

   1. Invoice Number: The system will auto-generate an invoice number, or you can manually enter one.

   2. Due In: Select the due date (e.g., 7 days, 14 days, and so on).

   3. Receive Payments In: Choose the preferred payment currency (e.g., USDC).

   4. Payment Collection: Select "Recurring" to enable recurring invoices.

   5. Recurring Interval: Choose the frequency of the recurring invoice (e.g., Monthly, Quarterly, Half yearly, Annually).

5. Add Invoice Items

   1. Click on Add Item.

   2. Enter the item details such as name, description, quantity, and price.

   3. Repeat the process for multiple items if required.

6. Choose Payment Methods

   1. Select the payment methods you want to accept (e.g., polygon, base, solana, ethereum ).

   2. Multiple payment methods can be enabled for customer convenience.

7. Additional Options (Optional)

   1. Enable Memo to add custom notes to the invoice.

   2. Enable Footer to include additional terms or disclaimers.

8. Save and Send Invoice

   1. Review all details to ensure accuracy.

   2. Click on Save to store the invoice as a draft.

   3. Click on Send Invoice to share it with the customer via email or a direct payment link.

9. Manage Recurring Invoices

   1. Once sent, the recurring invoice will appear in your Invoices section.

By following these steps, you can easily create and manage recurring invoices on Copperx, ensuring seamless automated payments for your services.