Set up and process recurring invoices and orders

1. On the navigation bar, click Invoices and credits.
2. To memorise an existing invoice, select the required invoice then click Edit.
   Alternatively, to create a new invoice, click New then enter the required invoice information. 
   
   
3. Click Memorise then complete the Memorised window as follows:
   
   

   Reference	Enter a reference for the memorised invoice.
   Description	Enter a description for the memorised invoice.
   Every	Enter the invoice frequency by typing a number in the Every box. From the drop-down list, choose the period for the recurring invoice; this can be either days, weeks, months or years.
   Start Date	Enter a start date for the recurring invoice by either typing in the relevant date or using the calendar button to browse for the date. If set to monthly on the 31st, invoices post on the nearest earlier date in shorter months.
   Total Required	Enter the total number of postings for the recurring invoice. The Finish Date defaults to Perpetual if you don't enter anything.
   Suspended?	To suspend the posting, select the Suspend? check box.

   To memorise the invoice, click Save.
4. If required, to save the invoice, click Save.
5. Click Close.

Selecting this setting shows a reminder when recurring bank entries are due.

1. On the menu bar click Settings, click Company Preferences then click Parameters.
2. If prompted, enter your Sage password.
3. Under Others, clear the No Recurring Entries at Startup check box.
4. Click OK.

A reminder now appears when you open Sage Accounts if you have recurring invoices or orders due.

1. On the navigation bar, click Invoices and credits.
2. Click Recurring items then click Process.
3. To display transactions up to a specified date, enter the date in the Show transactions up to box.
4. For any invoices that you don't want to process, clear the Include check box if required.
   TIP: You can re-sort the list by clicking the column headers.
   
5. Click Process.
   If you don't select all invoices to be processed, a message appears to confirm that you want to update the last posted date. If you plan to process these later click No, if not click Yes.
6. Click OK then click Close.

1. On the navigation bar, click Invoices and credits then click Recurring items.
2. To delete a memorised Invoice, select the relevant invoice, click Delete then click Yes.
3. To edit the frequency, click the relevant invoice, click Frequency then amend as required.
4. Click Save then click Cancel.

1. On the navigation bar, click Invoices and credits.
2. Click Recurring items, click the required invoice then click Edit.
3. Make any required amendments then click Save.
4. Click Cancel.

NOTE: Edit each recurring entry individually.