Factuconnect Module – Recurring Billing and Remittances
Learn to automate the issuance of recurring invoices and the generation of remittances from Bilky.
How to set up recurring billing and SEPA direct debits in Bilky
Bilky's recurring billing allows for the automatic issuance of periodic invoices for clients with monthly, quarterly, annual, or any other configured frequency.
Additionally, you'll be able to generate SEPA direct debits to automate the collection of these invoices and streamline the administrative management of your firm or company.
What will you learn in this guide?
In this tutorial, you will learn how to:
- Enable recurring billing.
- Configure the billing period.
- Create recurring services.
- Assign services to clients.
- Generate invoice drafts.
- Review errors and warnings.
- Issue recurring invoices.
- Configure SEPA transfers.
- Generate and download SEPA files.
Activate recurring billing
Before starting, it is necessary to activate the functionality.
Route
Configuration → Settings → FactuConnect → General → Recurring Options
From here you can:
- Enable recurring billing.
- Configure billing period calculation.
- Define whether billing is done for the current month or the past month.
Important
The set day does not correspond to the invoice issue date.
It is used to calculate the period that will be reflected on the invoice.
Create recurring services
Bilky allows you to create recurring services in two different ways:
Option 1: From the settings
Route
FactuConnect → Products and services → Recurring services
Example:
- Monthly installment.
- Maintenance.
- Cleaning.
- Consulting services.
Option 2: From the customer's record
Route
My clients → Client → Recurring services
From here you can:
- Add existing services.
- Create new services.
- Set specific prices for each customer.
- Define billing frequency.
Configure services for each client
Each customer can have:
- One or more services.
- Custom imports.
- Different frequencies.
For example:
- Monthly.
- Quarterly.
- Semesterly.
- Annual.
This allows for recurring billing to be adapted to each situation.
Generate recurring billing
Once the clients are configured:
Route
Billing → Recurring Billing → Start Billing
You must select the billing date corresponding to the previously configured period.
Bilky will automatically search for all clients and services that match that date and generate invoice drafts.
Review errors and warnings
Before issuing invoices, it is recommended to review the notices displayed by the system.
Errors (red color)
They must be corrected before issuing the invoices.
Examples:
- City not reported.
- Incomplete customer data.
- Incorrect configuration.
Notices (yellow color)
They do not prevent the invoice from being issued, but they indicate possible improvements or revisions.
Issue the invoices
When all records are valid:
- Review the drafts.
- Check amounts and concepts.
- Confirm billing.
Bilky will automatically generate all invoices and assign them their corresponding numbers.
Send invoices massively
Once the invoices have been issued, you can:
- Send them individually.
- Send them out in bulk.
- Download all documents.
- Generate rectifications.
- Create remittances.
Set up SEPA transfers
To generate remittances, you must first configure:
Own bank details
Route
Settings → FactuConnect → SEPA Direct Debit Settings
Necessary information:
- Legal name.
- IBAN.
- SEPA Identifier.
Customer bank details
Each client must have:
- Valid IBAN.
- SEPA mandate set up.
Route
Customer → More information → Recurring Payment SEPA Mandate
Types of SEPA Direct Debit
Home
Use when sending a remittance to the customer for the first time.
It is necessary to indicate:
- SEPA contract signing date.
Recurrent
Use when remittances have already been issued.
It will be necessary to report:
- Mandate ID.
- Contract signing date.
- Date of last use.
Generate SEPA file
Once all clients are configured:
Route
Recurring Billing → View → Create Remittance
From here you can:
- Review included clients.
- Change the expiration date.
- Generate the SEPA file.
The generated file can be downloaded and sent directly to the bank.
View generated remittances
All remittances created are stored in:
Billing → Remittances
From this section, you can:
- Check pending remittances.
- Review drafts.
- Download files.
- Confirm remittances.
- Delete failed attempts.
Do you need help?
If you have questions about setting up recurring billing or SEPA direct debits, you can contact the support team from Bilky and we'll help you complete the setup. If you have any questions, you can contact us.