View recurring sales invoices

Summary

How to view recurring invoices in Sage Accounting

Resolution

Finding recurring invoices

Go to Sales.
Select Sales invoices.
Select the Recurring Invoices tab.

After creating them from the recurring invoice, you'll see the recurring invoices on the recurring invoices list, and they will then appear on the normal invoice list.

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.

Select Filter.
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).

Select Configure Columns.
Use the checkboxes to choose the columns to display.
To change the order of the columns, grab a column and drag it up or down the list.
The Contact is always first.
To start over, click Reset to go back to the default settings.

Complete tasks from the list

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

Print or export the list

Use the checkboxes 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

Action required

If changes affect the recurring invoice, Sage will automatically pause it. You must check the recurring invoice before generating the next invoice.

This will show as Action Required next to the relevant recurring invoices on the Recurring invoice tab.

What's changed	We need you to
Your business becomes VAT registered	Select the correct VAT rates for each line
Your business stops being VAT registered	Check that the prices are correct
Stop using Domestic Reverse Charge for a customer	Select the correct VAT rates
Change the VAT status of customer by amending the country or VAT registration number of an EU contact	Review the tax rates to determine if you need to apply VAT or not