CPACharge Integration (Advanced): Setting Up Recurring Payments

If you use CPACharge and offer bookkeeping or any other type of repeat service, you may want to consider setting up recurring payments for your clients who need certain jobs done regularly. Charging them on a set schedule might give you way less to juggle!

Covered here:

• Automated invoices for scheduled payments
• Using recurring invoices
• Using pipeline automations and scheduled jobs
• Can I use Stripe for recurring invoices with automatic payment authorization and still use CPACharge for one-time invoices?
• Setting up scheduled payments on CPACharge

Automated invoices for scheduled payments

You can have your invoices created automatically on a regular basis by using the recurring invoices or the pipeline automation.

• Using recurring invoices
• Using pipeline automation and scheduled jobs

Using recurring invoices

Note! If CPACharge is your default provider, invoices sent via the recurring schedule can only be paid on TaxDome manually. See how it works from the client side.

Recurring invoices can be created and sent by a firm owner or any team member assigned to the account with access rights to manage invoices:

1. Click the + NEW button in the left sidebar, then select Invoice from the slide-out.
2. Set the Invoice type to Recurring, then enter its Name (use a client-facing name for invoices with payment authorization).
3. Select how often the invoices should be sent (Monthly - by default) and how many times they should recur.
4. Choose a payment method: this is how you want your invoices to be paid (either by Credit card, Bank debits, or both).
5. Include the amount of each invoice either by entering it into Subtotal or adding the line items.
6. Then click Create to send the invoice. 

The client will receive the first invoice. The subsequent invoices will be automatically sent according to the schedule. You can see all scheduled invoices by going to the Recurring Invoices subtab of Invoicing section.

Using pipeline automations and scheduled jobs

Another way of creating your invoices upon the specified schedule is using pipeline automations. This way, the invoice is automatically linked to the job. The job can be set to automove to the next stage once payment is made.

Read more on setting up automations for the invoicing stage.

If you offer recurring services, e.g., bookkeeping or payroll, you can set up a schedule for your pipeline. This way, jobs will be created automatically, and each time the automated invoice will be sent. Here's more on recurring jobs.

Can I use Stripe for recurring invoices with automatic payment authorization and still use CPACharge for one-time invoices?

Yes, you can. 

Follow these steps to have one-time invoices processed by CPACharge in addition to recurring invoices with automatic payment authorization processed by Stripe:

1. Connect both Stripe and CPACharge.
2. Select Stripe as the default payment provider.
3. Create and send recurring invoices, then get payment authorizations from clients.
4. Once all recurring invoices are accepted, select CPACharge as the default payment provider.

Now, your recurring invoices with payment authorization will be processed by Stripe, but you will be able create one-time invoices and have them processed by CPACharge.

Setting up scheduled payments on CPACharge

If for some reason you can't use Stripe but you still want your clients' cards/bank accounts to be charged automatically, you can:

1. Set up automated invoice creation on a schedule on TaxDome in one of the ways described above 

2. Set up scheduled payments on CPACharge 

3. After the payment is automatically processed by CPACharge, add it to TaxDome as an offline payment for the invoice.

To set up scheduled payments, go to the Schedule tab of your CPACharge account, then fill in the details.