Create Recurring Invoice

My-CRM can automatically create recurring invoices based on a charging period and date range. From the financial menu bar select Recurring Invoice

Click on the "New Invoice" link on the menu bar to create a new record. You will be presented with the familiar invoice screen with an additional tab called "Recurring".

Enter the invoice as normal then click on the recurring tab to set the period of invoicing.

Enter the date range that you want to raise the invoice. If you want to invoice indefinatley leave the end on value blank then select the period of Invoicing you require. Finally enter the date the next invoice is to be raised.

You can suspend invoicing by clicking on the "Suspend/Expired" check box

Once you have completed the invoice click on the Save button. Please note you will not be able to print this invoice. This screen is just the template of the invoice to be raised.

Depending on access rights, when you login to My-CRM you will be presented with any due invoices to be raised.

Click on the Raise Invoices button to create any due invoices. These invoices will be given the next invoice number with the next due date as the invoice date and will be shown in the invoice list