DESKTOP EDITION CLOUD EDITION SERVER EDITION THEMES GUIDES FORUM
Guides

Set up and manage recurring sales invoices

Recurring sales invoices are useful if your business routinely issues similar sales invoices to customers. Once you have set them up, Manager will notify you they ready to be created when they come due at the prescribed intervals.

Set up a recurring sales invoice

There are two methods for setting up recurring sales invoices.

First method

The first method for creating a new recurring sales invoice is to go to the Settings tab and click Recurring Sales Invoices:

Click New Recurring Sales Invoice:

Second method

The second method is to use the Copy to function while viewing an existing sales invoice you want to make recurring:

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For either method

Whichever way you begin, enter Next issue date to establish when the first recurring invoice will be created:

Select an Interval to control how often this recurring sales invoice will be created:

If desired, enter how the optional Due date should be calculated:

Enter remaining information as if creating a regular sales invoice and click Create. On the Recurring Sales Invoices screen, Next issue date will be updated based on the selected Interval.

Caution
Recurring sales invoices in Manager are templates from which actual sales invoices will be generated later. Setting up a recurring sales invoice does not affect your customer balances, customer statements, inventory, or income. In fact, while Manager will notify you recurring sales invoices are pending, it will not automatically generate them for you. This avoids problems if you need to edit an invoice before issuing it or you forget to enter a service modification by the customer.

Generate sales invoices

When one or more recurring sales invoices are due (or past due) to be issued, any time you go to the Sales Invoices tab you will see a yellow notice that at least one sales invoice is pending:

Click Details to review invoices to be generated, then press Create:

All pending sales invoices will be immediately created under the Sales Invoices tab. You can further Edit or View them without affecting future recurring sales invoices:

Cancel a recurring sales invoice

When circumstances change, such as when a customer cancels a subscription, you may want to cancel future recurring sales invoices. Click Edit for the recurring sales invoice in Settings, then Delete:

The recurring sales invoice will be removed from the list and no new sales invoices will be created from it. Cancelled recurring sales invoices cannot be restored. They must be recreated from scratch.

Skip a sales invoice

If one or more recurring sales invoices must be skipped, but routine invoicing will resume in the future, click Edit for the recurring sales invoice in Settings. Set a new Next issue date, then click Update to save the change.

Example
Your customer’s next recurring sales invoice for monthly service should be generated on 24 September 2015:



Your customer pauses the service subscription for one month; therefore, no invoice should be issued on 24th September. The next invoice should be issued on 24th October, so you edit the recurring sales invoice in Settings:



You now see the next sales invoice is due 24th October:

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