Recurring Debtor Invoices

We now have the ability to create recurring debtor invoices. For obvious reasons we cannot include job costs in these invoices but all other invoice functionality is available. Please get in touch with support if you would like to start using recurring debtor invoices

The invoice header has some extra fields on it – Next Invoice Date and Billing Interval

The next invoice date will be used the first time the invoice is generated

The billing interval is in Months. 1 = every month, 2 = every second month etc

The invoice lines as added as normal

The invoice is not posted at this point. Close the invoice and return to the list – you will see the invoice there

When you click Generate Invoices, you must set the cut off date. This will generate the recurring invoices for all items that

1. Haven’t already been generated
2. Have a Next Invoice Date before the cut off date

When the invoices are generated, they aren’t automatically posted. Go to the normal invoice list and post from there – either by opening the invoice and posting, or using the Post All button