This function allows users to set recurring transactions and generated manually or automatically. You may set the recurrence to bill daily, weekly, monthly, or yearly.


To access Recurring Invoice, go to Sales > Invoice, then click Recurring Invoice.







Set Recurring Invoice


1. Click +New.





2. Maintain the following details.





 

Field

Description

1.

Template Name 

Specify a name for the recurring setting 

2.

User

Define the user who creates or manages this template.

3.

Recurrence Pattern 

Choose how often to create the recurrence transactions (Daily, Weekly, Monthly or Yearly)

4. 

Range of Recurrence

Set the start and end period for the recurrence. You can choose to end after a certain number of occurrences or on a specific end date.

5. 

Invoice No. Format

Define the document numbering format for the generated invoices.

6. 

Customer Details 

Select customer(s) for whom you want to generate recurring invoices and fill in related details.

7. 

Product /Account Details 

Enter details such as product code, description, quantity, and unit price. 

8. 

Save 

Click Save once done setting. 




Once the recurring invoice is saved, the template will appear in the Recurring Invoice list.





Example:

For example, a recurring invoice is set as Daily with the Next Date as 16/10/2025 for customer - KEVIN. The recurring invoice will be automatically generated on the 16/10/2025 when you access the company book.





View Log

Click View Log to view and inquire transactions generated within the selected date range.







Edit / Pause Recurring Invoice


To make amendments, click Edit to open the specific template.





To pause the recurring invoice, click the small arrow beside Edit and select Pause.




By: Rotcana 251030, Lay Swan 251107