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The Recurring Invoice Template allow you to add and save common transactions for later use. For example, you may want to repeat an Invoice transaction previously used for a customer several times. Creating a recurring invoice will save time on repetitive data entry tasks. 

1. Open the Invoice record you want to convert to recurring template. If the record is not yet created, refer to How to Create Standard Invoice.
2. Check the Recurring check box button. 
3. Save the invoice record.
   
4. Click the Recurring button. This will open the Recurring Transactions screen filtered by the invoice's record number.
   
5. Modify the details of the Sales Order on the Recurring Transactions, if necessary.
6. Save and close the Recurring Transactions screen.
   
   

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