How to use recurring sales invoices

When to use recurring sales invoices to automate repeat billing in Sage Accounting, and how they work.

Use Recurring Invoices to save time and reduce manual errors when sending the same invoice on a schedule.

Recurring invoices work well for:

Examples include:

Create a recurring invoice and use it as a template.
Add customer details, addresses, due dates, and products or services.
Choose a recurrence frequency such as daily, weekly, or monthly.
Set an end date or allow the invoice to continue indefinitely.
Accounting generates invoices on the scheduled date and emails them when enabled.

You can’t use recurring invoices with stock items or foreign currency
Accounting doesn't update recurring invoices when customer or product records change
Edit the recurring invoice to apply price or description changes (see Related Solutions below)
Accounting updates invoice addresses automatically in the recurring transaction
You can pause or resume a recurring invoice using Pause and Resume
Accounting suspends affected invoices after global changes, such as tax rate updates
The Action Required status appears on the Recurring Invoice tab when attention is needed