Monthly recurring invoices
Subscriptions, monthly services, or maintenance contracts — set it up once and Tamit issues an invoice automatically every month, sends it to the customer, and even auto-charges their card if you configured it.
Setting up a recurring subscription
- Customers → pick a customer → Subscriptions → Create new.
- Enter the service name, monthly amount, billing date (the 1st, the 15th, or the day the order was placed).
- Choose whether to auto-charge the card (requires card details stored in the vault).
- Pick the delivery channel: email / WhatsApp / both.
- Save — the run kicks in automatically from the next month.
What happens each month
- On the morning of the set date — Tamit issues a tax invoice through the ERP.
- If auto-charge is set — ZCredit tries to charge. Success → it becomes an invoice/receipt.
- Charge failed? You get an alert in Tamit and the customer gets a "payment reminder".
- The customer receives the invoice through the channel you chose.
💡 Tip
When you raise the price — don't edit the existing subscription. Create a new one with the new amount and end-date the old one in the future. That gives the customer a clean paper trail.
One-time bulk issuance
Need to send the same invoice to 50 customers? Documents → Import/export → Import CSV. Download the template, fill in tax IDs + amounts, upload — everything is processed in 2–3 minutes.
Where to see all subscriptions
Dashboard → Active subscriptions shows the monthly forecast, how many failed, and how many customers are at risk. A subscription that fails twice in a row — Tamit suggests automatically pausing it.