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.
- 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.
- Check the Recurring check box button.
- Save the Invoice. The Recurring Transactions screen filtered by the invoice number will be displayed.
- Modify the details of the Invoice on the Recurring Transactions, if necessary.
- Save and close the screen.
- To review the recurring details at a later time, click the Recurring button on the Invoice.
Overview
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