Enable automatic payments on an existing recurring invoice

To accept online payments via Wave, you must complete your payment setup first. Learn how to set up online payments.

Automatic recurring bank payments are available only if your customer connects to their online banking through Plaid. If their bank details are entered manually, the payment cannot recur.

Wave is unable to support automatic recurring bank payments made through Chase bank. Customers must manually enter their Chase bank details instead.

If you are new to recurring invoices, learn how to Set up a recurring invoice. To set up automatic payments on a recurring invoice:

1. Access Recurring Invoices: On the left-side menu, click Sales & Payments > Recurring Invoices.
2. Edit the recurring invoice: Select the invoice you want to edit. In the Get Paid section, click Edit, then Switch to automatic payments.
3. Select payment method:
   • If your customer has saved credit card information, choose that card for automatic payments, or manually enter the customer’s credit card details.
   • If no card is selected, the customer can choose their payment method when they receive their invoice.
   • If a customer authorizes bank payments for recurring charges, you and the customer will receive a preauthorization agreement through email. Changes to the price, payment method, or schedule will cancel the previous agreement and generate a new one for approval with the next invoice.
4. Review and approve the invoice:
   • Click Next to review the invoice details.
   • If other edits are needed, make the changes, then click Save.
   • Click Approve and start recurring invoice.

Once authorized, Wave will automatically charge your customer each time the invoice is generated and send a receipt via email.

If an automatic payment fails, your customer needs to pay the invoice manually instead. Wave will try to charge the card on file again for the next recurring invoice.