Accounting: Recurring Screen

This section will display all of your recurring invoices based on the current filter and search selections. By default it will display All Recurring Invoices.

Recurring Invoice Types

  • All - This option will display all recurring invoices regardless of their current status.
  • Active - These are recurring invoices that are currently active. Active recurring invoices will be generated on designated intervals.
  • Suspended - These are recurring invoices that are currently suspended. Suspended recurring invoices will never be generated until they are marked as active.
  • Expired - These are recurring invoices that are now expired. Expired recurring invoices will never be generated unless they are marked as active again.

Sorting

You may sort the list of invoices by any of the following categories: Created Time, Invoice Status, Invoice Date, Invoice Number, or Company Name.

Search

You can also narrow down the list of items by providing a search filter. Just start typing something in the search box to the right and within a second of your last keystroke it will refresh the list using your new search filter.

Actions

  • Suspend - This action is located near the top of this screen and can be applied to multiple recurring invoices. You must select at least one recurring invoice by clicking the checkbox beside each invoice. Upon completing this action, it will flag all selected recurring invoices to Suspended.
  • Delete - This action is located near the top of this screen and can be applied to multiple recurring invoices. You must select at least one recurring invoice by clicking the checkbox beside each recurring invoice. Upon completing this action, it will delete all selected recurring invoices.
  • Edit - This action is located on the invoice line. Upon selecting this action, it will re-open the invoice in edit mode. Edit mode works the same way as creating a new invoice.
  • New Invoice - This action is located on the right-hand menu. Upon selecting this action, it will open the "New Recurring Invoice" dialog.
  • Generate Invoices - This action is located on the right-hand menu. Upon selecting this action, it will immediately run the Invoice Generation script. The invoice generation script will check all recurring invoices and create new invoices where the interval date has met or exceeded the timeframe.