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
SliQ will then open the Manage
Recurring Transaction dialog.
Click the New button in
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
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
The Recurring Details tab lets you set the
This is the frequency at which fresh copies of the invoice will
You can choose:-
Next Invoice Date
This field indicates the next date SliQ will raise a new copy of
SliQ automatically updates the Next Invoice Date whenever a new
invoice is raised. However, you can change the date manually at any
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
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.
Use these options to control when SliQ stops raising copies of
the recurring invoice.
Stop - SliQ will keep on raising invoices at the specified
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
Press the Exit &
Save button in the toolbar to close the dialog.
if Recurring Invoices are due to be raised