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How to Manage Recurring Invoices

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

 

Navigate to recurring invoices

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

 

To create a recurring invoice 

  1. Click Add on the top right corner of the Quotes & Invoices section.

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

Get Started

  1. On the Get Started tab, select Recurring Invoice.

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

  1. 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 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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