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Introduction
Quick Start
Document Numbering
Changing the Document Number Sequence
Changing the Document Number Format
Customer Account Numbering
Email
Companies
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
Discounts
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
Reminders
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
Quotes
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
Suppliers
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
Reporting
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
Attachments
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
SpellChecker
Options
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
Setup
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
Backups
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 and quoting software

Recurring Invoices

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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 Plus, 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:

 

 

Note: Recurring invoices are only available in SliQ Invoicing Plus.

 

See Also