Add a Recurring Invoice
Add invoices that recur consistently throughout the year, like checks to your lawn care worker.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Click the Invoices tab.
- Click Add Recurring Invoice, and complete all fields.
- If you want to add another recurrence, click Save & Add Another. Otherwise, click Save.
Generate Recurring Invoices
Recurring invoices that you generate will display as unpaid on the Invoices page.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Click the Invoices tab.
- Select the recurring invoices you want to generate and click Generate Invoices.
- The generated invoices will now display on the Unpaid tab of the Invoices page.
Filter Recurring Invoices
Locate a specific recurring invoice.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Click the Invoices tab.
- Select a Next Date to view any invoices that recur between today's date and the date selected. Select a Frequency to view any transactions that recur at the selected rate.
Print a List of Recurring Invoices
Print a list of the invoices that consistently recur throughout the year.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
- Click
. A preview of your invoice list displays.