How to Add Auto Billing to an Invoice
Auto-Billing means a user, in our case this is usually a parent of a student, giving a Recurring Invoice permission to charge their bank or credit card whenever a new invoice is issued.
Setting Up Auto-Billing as a Parent
Step 1: Log in to your Hubbli site.
Step 2: Click My invoice on the main navigation menu.
Step 3: Hover over the invoice that you want to pay > click on Pay
It will take you to the invoice
Step 4: Click on Pay Invoice
This will allow you to make a payment. You can make a payment by using your Credit/Debit Card, Checking Account
If you want to set up Auto-Billing for the future invoices, please make sure you check off the Save Credit Card and the Authorization check box.
The workflow is identical to making a payment on a recurring invoice, but instead of making a one-time payment, it sets up Auto-Billing for the Recurring Invoice series.
This can be done on the original or any invoice it creates. Note: Regular Invoices will specify the amount being charged. Auto-Billing will securely save card details for future payments.