Recurring Invoices

Recurring invoices are templates from which you create regular invoices quickly and easily according to a schedule. They are helpful for tracking recurring revenues such as monthly rental income, planned giving donations, and grant reimbursement requests. They also provide basic information such as the client’s name, invoice amount, and payment method, so you do not have to enter the entire invoice from scratch.

From Payables, Invoices, select the Recurring tab to access and create recurring invoices.

Tip: To specify info that displays, 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 recurring invoice you want, search the list. You can also select Filter to minimize the list or Export to export the list to an Excel .XLSX file.