Generating recurring sales invoices

Sage Active can simplify your sales process by automatically generating invoices at regular intervals, such as daily, weekly, monthly, annually and more. These invoices are commonly used for subscription services, memberships, or any other type of ongoing service or product.

To begin generating recurring invoices for a customer, simply create a recurrence template that includes the start and end dates, as well as the frequency of the recurrence:

1. Open the Recurring invoices list.

   Sales > Recurring invoices

2. Create a new recurring invoice.
3. Select a Start date.
   This is the date for the creation of the first invoice and cannot be in the past.
4. If necessary, choose when the recurrence Ends: Never, or at a specific End date.
5. Select a Frequency from the list.
   The Custom option lets you precisely tailor the recurrence to meet your specific needs. For example, you can schedule your invoices to be sent on a particular day of the week or on the last weekday of the month.
6. Check the Schedule summary and save the recurrence to enter the invoice details.
7. Complete the header and invoice lines to reflect the recurring invoice you wish to generate.
   Choosing Posted for the Invoice posting option can require additional posting information based on your configuration.
8. Create the recurring invoice.

You can easily list all sales invoices created for a recurrence template by choosing Related documents or Related invoices, available in both the Recurring invoices list and the Edit recurring invoice screen.

Additionally, when reviewing sales invoices, the word Recurring in the invoice header clearly indicates that they were generated as part of a recurring invoice process.