How do I manage recurring invoices?

ExpensePlus doesn't allow you to set up a recurring invoice. However, it is easy to copy an existing invoice into the next month, automatically duplicating all the existing details of the original invoice. 

How to copy an invoice:

From the Invoicing Module screen, choose the 'Copy Invoice' button from the right-hand side of the table for the invoice you want to copy.

By default, the system will duplicate the invoice in full. However, the invoice date will be moved on by exactly one calendar month. You can see an example of this in the screenshot below where a 19th July invoice becomes a 19th August invoice. This screen provides the perfect opportunity to rename the invoice title from 'July Hall Hire' to 'August Hall Hire'.

The new invoice will be created and previewed on the next screen (see the image below with the yellow header at the top). Make final changes to the invoice and click 'Update' to complete the invoice and send it to the customer in the normal way.

To help you better understand the invoicing module as a whole, please visit the module overview page here.

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