Recurring Invoices in Receivables

Use recurring invoices to create regular invoices quickly and easily according to a schedule. Since recurring invoices are templates you reuse, you can easily track recurring revenues such as monthly rental income, planned giving donations, and grant reimbursement requests.

Tip: Unlike standard invoices, recurring invoices are templates you use to create invoices according to a schedule. Recurring invoices aren't posted or included in any balance calculation. Instead, you'll post the invoice’s line items.

From Receivables, Invoices, under Recurring, you can view and sort the list of recurring invoices and determine how you want the info to display. Select Columns, choose details to include, and select Apply changes. If necessary, drag and drop the headers to reorder each column.

To quickly locate the invoice you want, search the list. Select Filter to minimize the list or Export to copy the list to an Excel .XLSX file.

To view, select the invoice ID or View from an invoice menu.

Note: Look for the ability to add, edit, and delete recurring invoices in a future release.