2. Create a new Recurring Pro-Forma Invoice.

The purpose of the pro-forma invoice is to remind your client that he will be billed for the items on the pro-forma invoice, unless he requests changes within 7 days (for example).

Set the recurrence date to the 15^th of the month, but you can change it accordingly.

Check the auto convert to invoice option, select Amount of Days, and specify Auto convert after 7 days. This basically means that the client has 7 days to request changes to his bill.

A pro-forma invoice will now be created automatically each month on your specified date. The pro-forma invoice is scheduled to automatically convert into an invoice after 7 days (on the 22^nd in this example). If a client does request changes before those 7 days, you need to edit the created pro-forma invoice.

If you have dynamic costs to add to your recurring pro-forma invoices (say for the previous months' usage) you can do so automatically via our API.

3. Automatically Debit the client for his outstanding balance.

Visit Clients -> Debit Orders -> Auto By Balance, and activate clients to be automatically debited according to their outstanding balance.

You can specify the Action Date for each client. Just remember that for 2 day debit batches, we need to submit the batch 3 Action Dates before your chosen Action Date - an Action Date is usually a work day on which debit orders can be executed.

4. Authorise your Debit Batch

The system will notify you via email & sms as soon as a debit order has been loaded. You then need to login on Netcash.co.za, visit Services -> Debit Orders -> Manage Debit Orders -> Debit Batches, and authorise the batch.

A day or two after the money has been collected from your clients' bank account, it is transferred to your account & the system automatically starts to process results. You will be notified of any debit order bounces, & proof of payments will be issued to clients that was successfully debited.