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View recurring sales invoices

Created on  | Last modified on 

Summary

How to view and manage recurring invoices in Sage Accounting

Description

Check your recurring invoice list to:

  • See when the next invoice is due
  • See when the recurring invoice will finish and the number of invoices remaining
  • See when the last invoice was created
  • Stop sending invoices temporarily
  • Cancel or delete a recurring invoice
  • Copy a recurring invoice
  • Check and restart when they've been paused automatically

Resolution

Finding recurring invoices

Go to Sales, select Sales invoices, then select the Recurring Invoices tab.

Recurring invoices are shown on the recurring invoices list. The invoices are created from the recurring invoice as shown on the normal invoice list.

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Search for a specific recurring invoice

Search by contact, reference or exact amount

  • Enter all or part of the contact or reference in the Search.
  • Enter the exact amount in the Search.

Filter by status

Quickly find recurring invoices by status, such as Finished or Paused.

  1. Select Filter.
  2. Select the status from the Status drop-down list.

Filter and sort the columns

Click a column heading to sort the column in ascending or descending order.

Add and remove columns using Configure Columns (to the left of the first column heading).

  1. Select Configure Columns.
  2. Use the check boxes to choose the columns to display.
  3. To change the order of the columns, grab a column and drag it up or down the list.
  4. The Contact is always first and cannot be moved.
  5. To start over, click Reset to go back to the default settings.

Complete tasks from the list

Use the check boxes to select the required recurring invoices. This opens the action toolbar at the top of the list.

Print or export the list

Use the check boxes to select the required recurring invoices. This opens the action toolbar at the top of the list.

  • Print - The print option prints the list or recurring invoices. It does not print the actual documents.

  • CSV - This creates the recurring invoice list in a spreadsheet and includes the visible columns.



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