Recurring invoices and bills

Sales › Recurring.

A recurring template creates the same invoice or bill automatically each time it falls due, so repeat work is never forgotten.

Select + New recurring template and enter:

• Creates: Sales invoices or Bills
• Name (for example Monthly retainer) and the customer or supplier
• Payment terms (days)
• Repeats every: a number of Week(s), Month(s), Quarter(s) or Year(s)
• First date and, optionally, Stop after
• the lines, as on a normal invoice or bill

Two choices control what happens each time:

• Post to the ledger automatically. If you leave it unticked, a draft is created for you to review.
• Also email the invoice to the customer (for invoices).

Use Pause, Resume or End template from a row. Status is Active, Paused or Ended.