Recurring invoices

This program accepts:

• Non-diminishing products (e.g. services, labour, surcharge, or miscellaneous)
• A product with the option "Continue selling when sold out" enabled

Parameters can be used to format the customer reference:

• [month] - to be replaced by the current/invoicing month e.g. Mar 2023
• [date] - to be replaced by the current/invoicing date e.g. 01/03/2023

Here's another example:

If the customer reference is set to "Service Maintenance - [month]", then when doing the invoice run in March, the customer reference will be "Service Maintenance - Mar 2023".

Perform invoice run

The generation of recurring invoices is initiated manually. To do an invoice run:

1. Choose a Frequency
2. Select one or more (or select all) invoices
3. Click "Perform invoice run"
4. Review the emailing options
5. When ready, click "Post the selected invoices"
6. The system will generate a new sales invoice against each recurring invoice record, and the new invoices will be sent to Xero (if connected)

Invoicing conditions:

• invoices have a valid order/start date
• Invoices are not on draft status
• Not expired
• Invoices have a next run date that falls into today, earlier or never run.