Open Recurring Invoices

The Open Recurring Invoices page allows users to view and manage recurring billing cycles efficiently. This report provides detailed insights into all open recurring invoices, including account information, initial and most recent invoices, next billing dates, and amounts. Users can leverage filtering and export options for seamless data management and review.

Prerequisites: Authorised Users.

Instructions

1. From the main Dashboard, click the Reporting tab.
   
   
   
   
   
   
2. Click Open Recurring Invoices from the dropdown menu to enter the Open Recurring Invoices page.
   
   
   
   
   
   
3. Here you can review recurring invoice records in the table. Key columns include:
   
   Account: The customer account associated with the recurring invoice. Clickable for quick access to account details.
   
   Initial Invoice: Displays the invoice that initiated the recurring billing cycle.
   
   Most Recent Invoice: Shows the most recently generated invoice in the recurring cycle.
   
   Recurring: Indicates whether the invoice is part of an ongoing recurring schedule.
   
   Next Billing: Displays the scheduled date for the next billing cycle.
   
   Amount: The total amount billed for each recurring invoice entry.
   
   
   
   
4. To locate specific invoice data, use the Search field in the top-right corner. Enter keywords such as names, dates, amounts, or other relevant terms to quickly filter the results.
   
   
   
   
5. You can Copy, Print, and export to PDF, Excel and CSV by clicking on the blue buttons at the bottom of the page.