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Recurring Transactions

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. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Recurring Transactions.
  2. Click the Invoices tab.
  3. Click Add Recurring Invoice, and complete all fields.
  4. 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. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Recurring Transactions.
  2. Click the Invoices tab.
  3. Select the recurring invoices you want to generate and click Generate Invoices.
  4. 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. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Recurring Transactions.
  2. Click the Invoices tab.
  3. 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. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Recurring Transactions.
  2. Click the Invoices tab.
  3. Click the printer icon. A preview of your invoice list displays.
  4. Click the printer icon for a physical copy or Download for a PDF.
    Tip:

    Use filters when you want to print certain recurrences, especially if you have a long list.

Realm Accounting

Last updated: July 11, 2023