How to Set Up a Recurring Receivable

Go to Accounting

Under the Invoicing Heading, choose Recurring Receivables

Choose New Recurring Receivable

Complete the Details section

Add the items to include on the recurring invoice

Under the Recurring Settings section, enter:

• Start Date (the date the first invoice in the recurring series will be printed)
• Frequency:
  Days - Choose every X number of days
  Weekly - Choose which day of the week
  Bi-Weekly - Choose which day of the week
  Semi-Monthly - Choose First & Fifteenth of the month or Fifteenth and Last
  Monthly - Choose which day of the month
  Quarterly - Choose which day of the month
  Yearly will invoice annually on the anniversary of the Start Date
• Type: Select from the drop-down menu. Automatic creation, Automatic Creation & Email, Manual.
• Status: Active, Inactive

Choose Save.

Tip: Customers on recurring receivables will receive a notice email 10 days prior to the invoice date.