Recurring Invoice Records in Receivables

To open a recurring invoice record, select it in the list of invoices from Receivables, Invoices under Recurring. Overview displays for you to view and edit additional info.

Tip: For details about generating and printing invoice, see Generate Recurring Invoices in Receivables.

• Edit — To edit the recurring invoice, including the schedule, select Edit.

• Delete — To delete the recurring invoice, select Delete.

  When deleting a recurring invoice:

  • You must have applicable permissions.

  • You can't delete the recurring invoice if it has generated invoices. To verify if it does, view the Invoice ID column under Invoice schedule. If an ID exists, you can't delete it.

• Overview — Review the cards for info about the recurring invoice's balance, client info, and line items. You can also view and add notes for the recurring invoice.

  • Invoice schedule — Review the recurring invoice schedule to see details for each generated and upcoming invoice. Under Invoice ID, select a generated invoice's ID to open it and view its line items. For more details about invoices and their line items, see Standard Invoice Records in Receivables.

    Tip: When you view an invoice record generated from a recurring invoice, Generated from displays under Details to indicate the source of the invoice.

  • Line items — Recurring line items don't post to general ledger. Similar to the recurring invoice, these line items are a template and non-transactional. They are used to generate invoices but don't represent financial activity. For more details, see Recurring Invoice Line Item Records.