Recurring Sales Invoice

Recurring Invoices are a convenient way to automate the creation of Invoices or Draft Invoices.

Recurring transactions are automatically processed once a day at 04h00 UK time and will generate invoices based on the recurring invoice settings for your organisation.

 

CREATE RECURRING INVOICE

Navigate to the Sales tab and use the drop down arrow on the New Invoice button to select New Recurring Invoice. Proceed to enter the recurring invoice details as follows:

Recurring Invoice

  • Next Invoice: The date on which the next invoice will be automatically created. If you enter the current date in this field, an invoice will be created immediately.
  • Repeat Every: Set the frequency of the invoice creation by entering a value and choosing from either Month(s) or Week(s). After an invoice has been successfully created, the Next Invoice date will be automatically recalculated in line with this setting.
  • Due Date: Set a default number of due days that will be applied to each invoice created from this recurring invoice.
  • Save As: Invoices can be saved as either standard Invoice or Draft Invoice
  • End Date: This is an optional setting used to prevent invoices being automatically created after a certain date.

The remainder of the invoice should be filled out as per the normal Create Sales Invoice procedure. Click the Save button to complete the creation of the recurring invoice.

 

EDIT RECURRING INVOICE

Navigate to the Sales tab followed by the Recurring tab. A list of all recurring invoices will be displayed.

Recurring Invoice List

Click on the link in the Customer field to view or edit a recurring invoice. Any changes made will only affect invoices created on the Next Invoice date.

Recurring Invoices can be deleted at any stage to prevent further invoices being created. Alternatively, use the End Date to achieve the same result and still retain a record of the recurring entry in the list.