Some of your payments may recur frequently such as monthly rental income, or family loan payments etc. and some of these payments might require an invoice to be generated.

Use the following process to repeat or copy invoices:

Repeating Invoices

In the Needs Action screen, click to Create Tax Invoice.

Fill in the relevant details for the invoice with the due date as the date for the first occurrence.

Dropdown the More Options list and click on Repeat Invoice

You will be given options of how often you want the invoice to recur, and pick an end date or continue until further notice.

Once this invoice is set up, it will sit in the Repeating Invoices tab, and the next upcoming invoice will appear in Needs Action each time the previous schedule is reached.

If you wish to remove the repeating invoice, you can click the bin icon to Delete.

Copy Invoices

Go into the Actuals screen and select the Tax Invoices tab.

Find the relevant invoice you have previously created and click into the details. You will see a dropdown box with More Options where you can choose to Copy Invoice.

This will create an exact copy with the same Contact, payment information, coded lines and amounts, but the date will be updated to today. Change the date to the relevant payment date and then click to Save. The new invoice will appear in your Needs Action screen, coded and ready to be matched.

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