Recurring sales invoices- FAQ

• Set recurring invoices to Create and email automatically 
• Check that the Main Contact on the customer record has an email address
• Add an email address to the Main Contact to email future invoices automatically
• Use the invoice list to send any existing invoices

Check the following from the recurring invoices list:

• Has the recurring invoice finished? 
  You'll see a Finished label on the recurring invoices list. To re-start it, copy it to a new recurring invoice and adjust the Ending date
• Have you paused the recurring invoice? 
  You'll see a Paused label on the recurring invoices list. To re-start it, select Resume from the Actions column
• Is the recurring invoice frequency set correctly? 
  Check the Next invoice date. If the next invoice date is incorrect, open the recurring invoice and amend the Frequency
• Check the filter at the top of the invoice list to make sure all your invoices are displayed

We don't automatically update recurring invoices when you amend a product record. You can choose whether to apply these changes.

This includes changes to the sales price, description, default VAT rate, and default ledger account. You'll need to edit the recurring invoice and update the required details. These subsequent invoices reflect these changes.

No.

You can't reproduce or update invoices once they're created.

You'll need to re-create any invoices you've already sent. To do this:

• Create a credit note and allocate it to the incorrect invoice
• Create a new invoice manually

If the invoice hasn't been sent yet, select each invoice from the invoice list and edit it manually.

We don't automatically update recurring invoices when you amend the delivery address. You can choose whether to apply these changes.

This includes updates to the delivery address, and terms and conditions.

However, we’ll update the invoice address.

We’ll automatically suspend sending invoices if you make global changes that affect the recurring invoice, such as changing tax rates or your VAT scheme. Before we produce the next invoice, you need to choose how to deal with these changes.

Set the frequency to:

• Every 3 Months, to recur on a particular datE
• Every 12 Weeks, to recur on a specific day of the week

Set up a recurring invoice with a Frequency of every 30 days to end after three occurrences.

This will create three separate invoices after 30, 60 and 90 days.