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.

  1. To add a recurring invoice, select Add from Recurring invoices list page.

  2. Under Details, enter basic recurring invoice information such as vendor, invoice and PO number, amount, description and status.

  3. Select Next.

  4. Under Schedule, select the schedule type and frequency.

  5. Select Save, or Save and new.

  1. To generate recurring invoices, select Generate Recurring Invoices from the Recurring invoices list page.

  2. Under Generate invoices, select the date to generate and post date and status.

  3. Select Next.

  4. Under Invoices result, the invoices that match your criteria appear.

  5. Select the invoices you want to generate.

  6. Select Generate invoices.