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How to Manage Recurring Invoices

This article will walk you through the process of managing recurring invoices through the Accounting option of a Customer RecordNote: You may also manage recurring invoices through the Order option. To see details on how to manage recurring invoices on the Order option, please see Order: How to Manage Recurring Invoices.


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. Click Add on the top right corner of the Recurring Invoices section.

This will open up a stepped process to add an Invoice, Recurring Invoice, Quote, or Credit Memo. 

Get Started

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

  1. Click Next.


  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 Save & Close, Save & Download/Preview, or Save & Send the newly created Recurring Invoice. 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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