With Copilot Insights, you can easily view a list of your next upcoming recurring invoices for any time period you choose.
To see your next upcoming recurring invoices:
- Open the Dashboard, Sales invoices list, a specific customer or a specific sales invoice.
Dashboard
Third parties > Customers
Sales > Sales invoices - Open the Copilot screen ().
- Choose the prompt .
Copilot generates an overview of your upcoming recurring invoices.
You can change the number of days that Sage Copilot takes into account for this insight by selecting .
You can select the invoice to navigate directly to the chosen recurrence template. When there are more than 5 upcoming recurring invoices, you can select View all recurring invoices to open a filtered list of these recurrence templates directly in Sage Active.
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