Set up a recurring invoice
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Set up a recurring invoice
- Choose the interval in days, weeks or months.
- Set the first recurrence after the template issue date and optional end date or maximum occurrences.
- Set the weekday or monthly day, including End of Month where needed.
- Review the displayed recurrence dates.
- Select Save Recurring Settings.
What happens next
The invoice has a saved schedule for later invoice generation.
Troubleshooting
A generated invoice cannot become another recurring template. Yearly is not a supported frequency. A recurring invoice is not a recurring class schedule.