By creating a recurring transaction invoice you can automatically raise a new copy of an invoice at a given frequency, e.g. once a month, once a quarter.

 

Whenever you open SliQ, a check is made to see if a new invoice should be raised from any of the recurring transactions you have created. If invoices are due to be raised and the confirm automatic invoices option is set, the Confirm Automatic Invoices dialog will be displayed allowing you to choose/ edit the automatic invoices. If the confirm automatic invoices option is not set, the new invoices will automatically be added to the list in the Invoices & Payments tab.

 

If you set up a recurring transaction, SliQ will keep raising copies with the frequency you specify until the stop condition is met. You can also stop the invoice recurring by selecting the original recurring transaction in the Manage Recurring Transactions dialog and unchecking the Enable box for the transaction.

 

Note: Before Version 4 of SliQ Invoicing, recurring invoices worked differently. Before version 4 if you wanted to have invoices recur, e.g. you want to invoice a customer once per month over a 12 month period, you raised your first invoice then marked that invoice as recurring. This could cause difficulties at a later date if things like tax rates changed. To make things work more easily from Version 4, instead of marking an invoice as recurring, SliQ lets you create a separate list of recurring transactions from which SliQ will automatically raise invoices with the schedule you specify. This means that if tax rates change, e.g. in the UK the government has changed the VAT rate twice in the past 4 years, you can simply edit the recurring transaction without affecting any existing invoices or starting a new sequence of recurring invoices.

For more information, see:

 

 

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