How to use Recurring Sales Invoices

How and when to use recurring sales invoices to automate repeat billing for services, products, and subscriptions in Sage Accounting.

Why Use Recurring Sales Invoices

Use Recurring Invoices to save time and avoid mistakes when sending the same invoice regularly.
Recurring invoices work well for:

• Products you sell at regular intervals, such as monthly or quarterly
• Services that you deliver on a schedule, like weekly cleaning, or quarterly maintenance

  • For example: window cleaning, domestic cleaning, appliance maintenance, or tutoring

• Subscriptions billed each period

• Jobs billed in phases over 30, 60, or 90 days

How Recurring Sales Invoices work

1. Set up the recurring invoice as a template.
2. Add all usual invoice details: customer, due date, addresses, and products or services.
3. Choose how often the invoice recurs (daily, weekly, monthly, etc.).
4. Select when to stop the recurring invoices.

We generate the invoices on the scheduled date. If you choose to send them right away, we also email them to your customers.

Things to consider

1. You can't use recurring invoices for stock items or foreign currency.

2. We don't automatically update recurring invoices when you change customer or product records.

   • To apply changes like price or description updates, edit the recurring invoice

3. We always update the invoice address automatically if it changes.

You can pause and resume a recurring invoice at any time. Use Pause to stop generating invoices temporarily, then Resume to start again.

If you make global changes that affect recurring invoices (like tax rate updates), we suspend the affected invoices automatically.
You’ll see Action Required next to those invoices on the Recurring Invoice tab.