1. Recurring Customer Invoices

Navigation: Community Level > Finances > Customer > Recurring Invoices

Recurring Customer Invoices are typically used in the instance of third-party companies in which monthly fees must be raised for the community. These are not owners.

1.1. Create a Recurring Invoice

Click on the New Invoice in the right-hand corner.

The following screen will appear, all fields are required fields that need to be completed.

• Customer: Select the relevant Third Party Customer
• Description: To describe the type of recurring invoice
• Start Date: The date from when this recurring invoice should commend
• End Date: The date at which the recurrence of this invoice should end.
• Invoice Date: The date on which this invoice should be raised monthly.
• Generate and Send Date: The date on which the system creates the Invoice and automatically sends the invoice to the customer. The generation date must be on or before the invoice date.
• Email to: The email address to which the recurring invoice should be sent, there are two additional email fields should more than one party receive this invoice.

Choose the relevant Account/Ledger, add a Description, and add the Quantity and the Price. If more rows are needed, simply click on Add row:

Once the Invoice has been created invoice will reflect under the Current tab. This indicates which recurring invoices are currently still "active" and once the End Date has been reached the recurring invoice will be listed under the Completed tab.

1.2. Delete Recurring Invoice

There is no option to "delete" a recurring invoice. To remove the recurring invoice to be raised, click on the pencil icon to the far right.

Simply change the End Date to a date that has already passed and click Update Invoice.