SliQ Invoicing Software Help Prev Page Prev Page
Quick Start
VAT MTD - Submitting a VAT Return
Document Numbering
Changing the Document Number Sequence
Changing the Document Number Format
Customer Account Numbering
Adding a Company
Opening a Company
Saving a Copy of a Company
Template Editor
Editing a global template selection
Editing a specific template for an invoice
Editing a specific template for a customer
Change the font of a single item on a template
Change the font used in a template
Add new bitmaps or logos to a template
Insert fixed text/ a label onto a template
Add Fields to a Template
Edit the text of a label on a template
Change the position of an item on a template
Resize columns in a table
Add an item code column to an invoice template
Add a purchase order column to a statement
Change column headings in a table
Setting Conditions on Items
Display an Item depending on a field value
Display an Item depending on whether an invoice is paid
Offset the position of an item
Display an item depending on whether being printed or emailed
Showing a REMINDER Label on a Template
Add SalesPerson to a Template
Adding a Payment Summary to an Invoice Template
Adding a Tax/ VAT Summary to an Invoice
Tax/ VAT Summary on an Invoice
Configuring Columns
Invoice Columns
Statement Columns
Template Management
Renaming a Template
Copying a Template
Deleting a Template
Backing Up Custom Templates
Customising Lists
Invoices & Payments
Customising the columns shown in the list
Raising an invoice
Creating a quote based on an invoice
Create a Purchase Order based on an Invoice
Create a Credit Note based on an Invoice
Create a Recurring Transaction based on an existing Invoice
Raising a copy of an invoice
Saving an Invoice in PDF form
Save a PDF of a Delivery Note
Save a PDF of a Sales Receipt
Editing an invoice
Selecting a customer
Choosing a Customer Address
Product or Service Invoice?
Adding a Date to an invoice line item
Entering a Subtotal Item
Inserting a new item
Select an Existing Product
Search for a Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Add a summary line to an invoice
Automatic Date Fields
Deleting an item
Entering Units
Deleting an invoice
Listing invoices
Adding your logo to invoices
Printing an invoice
Printing all unprinted invoices
Previewing an invoice
Emailing an invoice
Recording a Customer Payment against an invoice
Deleting a payment
Raising a credit note
Voiding an Invoice
Showing the SalesPerson on the Invoices List
Colour-coding invoices
Making Payments
SubTotal Items on Invoice Lines
Setting a Due Date instead of a payment term
Adding Carriage/ Delivery Charges
Recurring Invoices
Creating a Recurring Transaction
Making an Invoice Recur
Confirm Automatic Invoices Dialog
Check Recurring Invoices
Enabling Invoice Reminders
Confirming Reminders
Checking if Reminders are Due
Sending a Reminder for an Overdue Invoice
Editing the Reminder Email Template
Delivery Notes
Printing a Delivery Note
Saving a PDF of a Delivery Note
Sales Receipts
Printing a Sales Receipt
Saving a PDF of a Sales Receipt
Emailing a Sales Receipt
Customising the columns shown in the list
Creating a quote
Raising a copy of a quote
Creating an invoice from a quote
Create a Purchase Order from a Quote
Saving a Quote in PDF form
Editing a quote
Selecting a customer
Product or Service Quote?
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Deleting an item
Deleting a quote
Printing a quote
Previewing a quote
Emailing a quote
Opening the invoice raised from a quote
Colour Coding Quotes
Purchase Orders
Customising the columns shown in the list
Creating a Purchase Order
Raising a copy of a purchase order
Saving a Purchase Order in PDF form
Editing a purchase order
Selecting a supplier
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Deleting an item
Deleting a purchase order
Printing a purchase order
Previewing a purchase order
Emailing a purchase order
Colour Coding Purchase Orders
Customers & Statements
Customising the columns shown in the list
Customer Name, Contact Name & Alphabetic Ordering
Adding a customer
Editing a customer record
Deleting a customer record
Managing Multiple Customer Addresses
Adding a Customer Address
Choosing the Default Customer Address
Deleting a Customer Address
Managing Multiple Delivery Addresses
Managing Multiple Contacts for a Customer
Adding a Customer Contact
Choosing the Default Contact for an Invoice, Quote or Credit Note
Choosing the Primary Contact for a Customer
Deleting a Contact
Viewing a Statement
Printing a Statement
Previewing a statement
Emailing a statement
Recording a Customer Payment against an invoice
Saving a Statement as a PDF
Exporting Customer Details
Importing Customer Details
Customer Statement Types and the Statement Wizard
Customer Price Bands
Adding a Price Band
Deleting a Price Band
Price Band Details and Rounding
Assign a Price Band to a Customer
Customising the columns shown in the list
Products & Stock
Enabling Stock Control for a Company
Product Records
Discount Records
Customising the columns shown in the list
Adding a product
Adding a discount
Editing a product or discount record
Deleting a product or discount record
Exporting Product & Discount Details
Importing Product & Discount Details
Margin Calculator
Stock Control
Finding Low Stock
Ordering Selected Products
Stock Control Data
Tracking Stock Levels
Printing reports
Previewing reports
Emailing reports
Saving a Report as a PDF
Exporting Reports to Excel
Customising Reports
Create a Copy of a Report
Change a Report Title
Add, Remove or Reorder Report Columns
Change the Sort Order of Columns
Changing the Report Column Alignment
Group Data on Reports
Customise the Style of Reports
Apply Filters to Reports
Defaulting a Report
Changing the Report Column Widths
Change Report Column Titles
Invoice Payment Terms
Standard Customer Messages
Selecting a Standard Message
Adding a Standard Message
Deleting a Standard Message
Editing a Standard Message
Standard Supplier Messages
Invoices & Payments Options
Quotes Options
Customers Options
Purchase Order Options
Suppliers Options
Products & Stock Options
General Options
Date Formats Options
Recurring Invoices Options
Automatic Backups Options
Document Number Format & Prefixes Options
Document Number Sequences Options
PDF Filename Formats Options
Ageing Report Values Options
Business Details, Currency & Tax Name
Template Setup
Choosing a Template
Showing Quantity and Each Columns
Showing Units Column
Configuring a Logo
Showing a PAID watermark
Setting up Page Numbers
Address Options
Showing Tax Rate Column
Include Tax in Last Column
Adjusting gaps between items on a template
Payment Terms
VAT/ Tax Rates
Managing Standard Customer Messages
Choosing the Default Customer Message
Confirming Automatic/ Recurring Invoices
Editing Email Templates
Configuring Email Options
Editing String Lists
Password Protecting a Company File
Adding Extra User and Restricting Access
Custom Fields
Creating a backup
Restoring a backup
Automatic Backups
Changing the AutoBackup folder
Data Import/ Export
Exported Customer Details File Format
Exported Product & Discounts Details File Format

invoicing software

Creating a Recurring Transaction

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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.




SliQ will then open the Manage Recurring Transaction 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.




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.





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