By creating a recurring transaction you can tell SliQ to automatically raise an invoice with detail matching the transaction at a defined schedule.

 

Take the following steps to create a recurring transaction.

 

On the main Invoices & Payments dialog, click the Manage Recurring button in the toolbar.

 

manage-recurring-transactions-button

 

SliQ will then open the Manage Recurring Transaction dialog.

 

manage-recurring-transactions-dialog

 

Click the New button in the toolbar.

 

SliQ will then display an invoice edit dialog. Edit the details as required for the recurring invoice. For help on editing the invoice/ transaction, see Editing an Invoice.

 

Note: The dialog does not let you set an invoice number - SliQ will automatically assign invoice numbers when it raises invoices based on the transaction.

 

When you have set the details, click the Close & Save button to close the invoice edit dialog.

 

After closing the dialog, make sure the new transaction is selected in the list on the Manage Recurring Transactions dialog and set the desired recurring schedule.

 

recurring-invoice-schedule

 

SliQ will continue to raise copies of the invoice until the Stop Condition (on the Recurring Details tab) is met or the Enabled box on the tab is unchecked or the recurring transaction is deleted.

 

The Recurring Details tab lets you set the following values.

 

Field

Description

Frequency

This is the frequency at which fresh copies of the invoice will be raised.

 

You can choose:-

 

1.

Once a month

2.

Once every two months

3.

Once every quarter

4.

Once every 6 months

5.

Once a year

Next Invoice Date

This field indicates the next date SliQ will raise a new copy of the invoice.

 

SliQ automatically updates the Next Invoice Date whenever a new invoice is raised. However, you can change the date manually at any time.

 

Note: Set the Next Invoice Date to be the date that you want the first invoice to be raised. This can be the current date if you want to raise an invoice immediately. If you want to raise an invoice immediately, then after setting the required schedule and setting the Next Invoice Date to the current date, press the Check Recurring button in the toolbar.

Number Raised So Far

This field indicates the number of copies of the invoice that have been raised.

 

SliQ automatically updates the Number Raised So Far value. However you can change the value manually at any time, e.g. if you decide to delete or void an invoice that has already been raised.

Stop Condition

Use these options to control when SliQ stops raising copies of the recurring invoice.

 

1.

Don't Stop - SliQ will keep on raising invoices at the specified frequency.

2.

Stop After ... - SliQ will stop raising invoices when the specified number of copies have been raised.

 

Note: For the Stop After option, the count of copies raised will include the original recurring invoice.

 

Note: SliQ will stop raising copies of the recurring invoice when the Stop Condition is met. If the Stop Condition is set to Don't Stop, you can stop invoices being raised by selecting the original recurring invoice in the Invoices & Payments tab and unchecking the Enable box in the toolbar.

 

 

Press the Exit & Save button in the toolbar to close the dialog.

 

See Also

 

Checking if Recurring Invoices are due to be raised