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Recurring Invoice

Recurring Invoice Editor

Functions	Sub-Functions	Description
Description		The line item can be defined here.
Unit Cost		Cost per unit.
Quantity		Number of units.
Line Total		Cost X quantity = line total
Add New Line Item		Adding an additional line / another specific charge.
Add Saved Line Item		Add a line item that is for example commonly used or described specifically. This would be previously saved under “Save Line”.
Remove Line		Delete a line / charge on the invoice. Do this by clicking on the red X at the end of the line.
Save Line		if you use common line descriptions, you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line.
Send via Email		By marking this, the invoice will automatically be sent to the client, by unmarking the email will not be sent to the client. See also Email System Setup to set an email delay time to undo the sending of messages.
Save as Draft

Recurrence Options

Functions	Sub-Functions	Description
First Date		The first charge.
Recurrence Type		Recurrence of the charge i.e monthly/annually/weekly.
On		Select the day that the invoice is to generate on.
Every		Terms i.e every 1 month / 6 months etc.
Ends		Stipulate an ending date or leave it to run indefinitely.

You are able to add more than one line on one invoice by selecting “add new line item”. Costs are able to appear in a negative value as well by inserting a “minus” before the value i.e R-50.00

Edit or Remove a Recurring Invoice

Go to the Client's account
Scroll down to Recurring Invoices Table
Click on the description link
In the left blue menu that appears select:

Modify Invoice: Adjust Invoice Settings
Remove Invoice

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Recurring Invoice

Recurring Invoice Editor

Recurrence Options

Edit or Remove a Recurring Invoice

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