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Recurring invoices

A recurring invoice repeats on a schedule. Due invoices are raised when you press "Raise the due invoices now" on the Recurring page, and each date is raised once only.

Setting one up

  1. Open Recurring

    On the Sales tab choose "Recurring".

  2. Fill it in

    Choose the customer, give it a name for the list, how often, the first invoice date and the last date, then add the lines and notes.

  3. Draft or posted

    Tick "Number and post each one as it is raised", or untick it to raise drafts for checking.

  4. Save

    Press "Set it up".

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