Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.

Add or Edit Recurring Invoices

Go to: Invoice > Recurring Invoices

         The Recurring Invoice Lookup screen opens, showing all active recurring templates.

Creating or Editing a Recurring Invoice

•To add a new recurring invoice, click New Recurring Invoice (or press F5).

•To edit an existing recurring invoice:

•Double-click the Recurring Inv. No., or

•Right-click the row and select Open Recurring Invoice.

1. Enter all required items/services (e.g., "Monthly Maintenance Fee", "Photocopier Rental").

2. Set Quantity, Unit Price, Discount % (checked against stock group max discount).

3. Important: If using interval billing (e.g., annual charge billed monthly), ensure Quantity matches the logic (e.g., Quantity = 1/12 for monthly portion of annual fee).

4. Click Save (Menu Bar)

Key Benefits:

•Automatically create invoices (weekly, monthly, quarterly, annually, or custom intervals).

•Apply automatic price escalations (e.g., annual increases).

•Link to projects/branches for better reporting.

•Minimize errors and forgotten billings.

•Ideal for: photocopier rentals, vehicle service plans, workshop maintenance contracts, body corporate fees, etc.

Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.

Recurring Invoice Menu Bar

•Transfer to Invoice: Transfer the Recurring Invoice to an Invoice where you can further edit and process it.

General Ledger Tab - Field Descriptions

Complete all required fields on this tab.

•Begin date: Start date of the contract.

•End date: Date the contract ends.

•Renewal date: The date on which the contract must be renewed.

•Last processed: Auto-updated with most recent billing date.

•Next Date: Next scheduled billing date. You can process the invoices within 25 days prior to this date.

•Rep: Representative (Salesperson) linked to this recurring Invoice.

•Note: Add internal notes (filterable in lookups).

•Billing Cycle: Choose between a monthly or weekly billing cycle. Schedule recurring invoices at regular intervals (e.g., weekly, monthly, annually or any multiples thereof) and end date

•Billing Cycle Interval:

  Defines how often the invoice is generated within the selected billing cycle.

 Example:

•Billing Cycle: Monthly

•Billing Cycle Interval: 12

        → The customer is billed once every 12 months

    This allows billing monthly, bi-monthly, quarterly, annually, or any combination thereof.

    The same logic applies to weekly billing (weekly, fortnightly, etc.).

  Important:

    Ensure the Quantity field on the recurring invoice line matches the interval if required.

Extra Tab - Field Description

Complete all required fields on this tab.

•Automatically Increase: Tick to enable auto price increases.

•Increase every X months: Interval for escalation (e.g., 12 = yearly).

•Escalation Date: First date the increase applies.

•Increase Percentage: The percentage by which the recurring charge will increase.

•Project: Link the recurring invoice to a Project or Branch for tracking and reporting.

http://bit.ly/SI_Add_Recurring_Invoice