Add Recurring Invoices

Return To The Knowledge Base

Invoices can be scheduled to recur weekly, bi-weekly, monthly or annually. Invoices are setup once and then they are automatically entered per the schedule.  To set up a recurring Invoice, you input an invoice and choose that the invoice is recurring.  For help on adding an invoice please refer to KB Article - Add Invoices/Receivables.  
Recurring Invoice settings:
To make the invoice recurring select "Yes" for Is Invoice Recurring.
Put in the recurrence frequency by selecting the frequency from the drop-down menu.  
If you wish for this invoice to automatically be added per the frequency schedule you with select "Yes" for the Auto Input Subsequent Invoice.  Choosing yes will add this Invoice to the auto-recurring scheduler. A new invoice will be added automatically based on the recurrence frequency you choose.
To view all recurring invoices, choose General Financials > Recurring Invoices from the main menu.
This will open the Auto-Scheduled Recurring Invoices for your organization.  This will list all the invoices that have been selected for automatic input.
You can edit the schedule if you need to by selecting the Invoices ID next to the Invoice that you wish to edit.  This will bring the Invoice details screen up where you can edit the details of this invoice.