Solution Properties
Solution ID:
251205012227670
Last Modified Date:
Wed Feb 04 19:44:46 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Set up a recurring sales invoice
Description
Cause
Resolution

New recurring invoice

  1. Go to Sales, Sales invoices, and the Recurring Invoices tab
  2. Select New Recurring Invoice.

Copy from an existing invoice

  1. Sales, Sales invoices, and the Invoices tab.
  2. Open the invoice you want to copy.

  3. Select Recur from the actions on the right.

This method copies all invoice details. Edit the details before saving.

Recurring invoices don’t support foreign currencies.

▼Enter Invoice Details

  • Sage applies all entered details to future invoices
  • Sage doesn’t update recurring invoices when you change product or contact records
  • Edit the recurring invoice to update prices, descriptions, or addresses
  • Sage sets the invoice date to the creation date
  • Use a clear Reference to identify related invoices

▼Set the Frequency

  • Set recurrence by days, weeks, or months
  • Select Last to create invoices on the last day of each month
  • For quarterly or annual invoices, use:
    • Months to recur on a specific date
    • Weeks to recur on a specific weekday
  • Review the schedule before saving

TIP:

  • Avoid last-day-of-month schedules when possible
  • Set recurrence around the 22nd to keep due dates in the next period

 

▼Choose the Starting Date

  • Set the Starting date to begin the schedule
  • Sage may create an invoice immediately if the start date and frequency align
  • Move the start date to prevent immediate invoice creation
  • Set future start dates for upcoming billing periods

Examples:

  • Weekly on Monday, start date Monday: The invoice creates immediately
  • Weekly on Monday, start date Tuesday: The invoice generates on the following Monday
  • Monthly on the 1st, start date 1st: Invoice creates immediately
  • Monthly on the 1st, start date 3rd: Invoice creates next month

NOTE:

You can’t create recurring invoices from past dates.

 

▼Set the Ending

  • Select Never to generate invoices indefinitely
  • Set a fixed number of invoices or an end date if required
  • Completed recurring invoices can’t be edited
  • Copy completed invoices to restart billing for renewed customers

▼Invoice a single job across multiple periods

  1. Set the frequency to every 30 days.
  2. Set the ending after three occurrences.

Sage creates invoices after 30, 60, and 90 days.

▼Create Draft Invoices

  • Enable Save as Draft to review invoices before sending
  • Draft invoices don’t update accounts or accept payments
  • Edit draft invoices easily to reduce errors

To send draft invoices:

  1. Go to Sales and Sales Invoices.
  2. Open the invoice and make changes.
  3. Clear Save as Draft.
  4. Select Save or Save and Email.

▼Create invoices without emailing

  • Use this option to review invoices or send them later
  • Print invoices or send them by post if needed
  • Sage displays created invoices in the Invoices list

To send later:

  1. Go to Sales and Sales Invoices.
  2. Select invoices from the list.
  3. Select Email and update the email address if needed.

▼Create and email invoices automatically

  • Sage creates and emails invoices just after midnight on the due date
  • Set the email message and the copy address on the recurring invoice
  • Sage sends invoices to the Main Contact email on the Contact record
  • Sage uses updated contact emails for future invoices
  • Use Create Invoices to manually edit email subjects before sending

If no email exists on the contact record, Sage creates the invoice but doesn’t send it.

Steps to duplicate
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