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.
There are two methods for setting up recurring sales invoices.
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:
The second method is to use the Copy to function while viewing an existing sales invoice you want to make recurring:
For either method
Whichever way you begin, enter
Next issue date to establish when the first recurring invoice will be created:
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
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:
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.
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.