- (Optional) If customer’s account is not already created, create an account at https://app.recurly.com/go/accounts/new
- You can add account level address information that will be carried over to all invoices
- Click Add Subscription on the customer’s account
- Configure the customer’s subscription plan
- Under “Billing Details” click Edit
- Set Collection Terms (see below)
- Customer communication will be sent based on the outcome of the collection terms and payment attempt. If you select Invoice, the customer will get both a new subscription and a new invoice email (current product behavior combines the new subscription email with the initial invoice).
- On an existing account, add any charges you'd like to bill the customer for using the "Add Charge" button on the account screen
- Once you're ready to invoice the customer hit the "Generate Invoice..." button at the top of the customers account page
- On the lefthand side you'll see a drop down for collection method, select Manual
- Enter a PO number if the customer had requested one, select your net terms, then click Create Invoice
