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SecurityTrax

How to Manage Recurring Invoices

Recurring Invoices are a way to set up a monthly billing for your clients to happen automatically. Set the start date, recurrance, end date, and other details. SecurityTrax will then generate an Invoice as per the details set here. 

Navigate to recurring invoices

  1. While on a customer record, click Accounting.
  2. Navigate to the Recurring Invoices section. 
  3. The following are steps to be taken while on the Accounting option in the Recurring Invoices section.

 

To create a recurring invoice 

  1. In the Recurring Invoice section, click Add.

Note: This will open up a stepped process. 

Get Started

  1. Pre-Populate Page: If the Monthly Charge toggle is set, the Monthly Monitoring Charge will be pre-populated in the Recurring Invoice.
  2. Click Next.

Details

  1. On the Details tab, fill out all the required fields. 
  2. Make other changes if needed.
  3. Click Save. Optionally, the Save dropdown menu allows you to
    1. Save & Close,
    2. Save & Download/Preview, or
    3. Save & Send the newly created Recurring Invoice. 
      1. Choosing one of these options will complete the selection and close the window. Clicking Save, only, leaves the window open to view the History or Send the Recurring Invoice with a customized subject line and message (see explanations, below).

 

To view/edit a recurring invoice 

  1. Click on the desired recurring invoice row. 
  2. Edit the fields as needed.
  3. Click Save.

 

To delete a recurring invoice

  1. While on the Recurring Invoice page, click Delete in the lower left of the page.
  2. A confirmation window will appear. To confirm delete, click Delete.

 

To view the history of a recurring invoice

  1. Click on the desired recurring invoice row.
  2. Click History.
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