Recurring Invoices in Receivables

Note: Currently, you can view and generate recurring invoices. Look for the ability to add, edit, and delete in a future release.

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. To quickly locate an invoice, search or filter the list. Select Columns to view specific details. If necessary, drag and drop the headers to reorder each column.

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