# Creating recurring invoices for customers **URL:** \ **Category:** Uncategorized\ **Created:** [April 20, 2016, 10:05am UTC](https://forum.manager.io/t/creating-recurring-invoices-for-customers/5512 "2016-04-20T10:05:19Z")\ **Posts on this page:** 4\ **Page:** 1
**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\ **Post date:** [April 20, 2016, 10:05am UTC](https://forum.manager.io/t/creating-recurring-invoices-for-customers/5512/1 "2016-04-20T10:05:19Z")
If your business issues regular invoices to customers, you can set them up as recurring sales invoices under `Settings` tab using `Recurring Sales Invoices` screen. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/8/8a3e0bcc998eef433f3296c1eb27c3f31897fe57.png) ### Creating recurring sales invoice To create new recurring sales invoice, go to `Settings` tab. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/1/10ce2e5b24904afbeb5393bac14146ba52630146.png) Click `Recurring Sales Invoices`. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/c/ca11655408a648b191df23f68aa42c2872475d03.png) Click `New Recurring Sales Invoice` button. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/d/d0876821b1dab15616733817fe7c42d7452f09de.png) Enter `Next issue date`. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/c/c64ba22ca1ce54297aaa2e56cc6b78c999b0a7a4.png) Select `Interval` how often new sales invoice should be created from this recurring sales invoice. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/7/7c09823b5ecb1ad6b98539d4c3a751d8b69cf979.png) If applicable, enter how `Due date` should be calculated. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/6/6cfdf6f45b88a0592779bf90d34a37393b880120.png) Then enter remaining information as if creating regular invoice and press `Create` button. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/7/74941b1599697c307d52646250bf240136f7bc79.png) It’s important to note that recurring sales invoices in Manager act as templates from which real sales invoices will be generated later. This means creating recurring sales invoice will not affect your customer balances or customer statements. ### Generating sales invoices When one or more recurring sales invoices are due to be created, go to `Sales Invoices` tab. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/0/028058b17a3f8fe2451e9f38ff25c4cb44660cbc.png) You will notice yellow box informing you that at least one sales invoice should be generated today. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/7/7976c05e43f35eb7c2d72341f458374da58d4fd9.png) Review invoices to be generated and press `Create` button. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/6/61c182fe99bae79a9d800bb2a6a4864bc477920c.png) Invoices will be immediately created under `Sales Invoices` tab. You can further `Edit` them without affecting recurring sales invoice if required. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/3/34bf3ac4b6e60972e761e22dfd7f8252c7170592.png) You will also notice that under `Recurring Sales Invoices` screen, `Next issue date` will be updated based on interval. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/b/b2964db21da69d3e9c20c4fa14469331721b9fa2.png) ### Cancelling recurring sales invoice When a customer cancels their subscriptions, you will want to stop their recurring sales invoice from creating future sales invoices. In order to do that, click `Edit` button on recurring sales invoice. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/4/48c6144da87500b0a2141eec7da5e9aba1b78d65.png) Then click `Delete` button. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/5/56459430246a0d4a450929c43e14b215f9a664f2.png) Recurring sales invoice will be removed from the list and no new sales invoices will be created from this recurring sales invoice. If the customer changes their mind or if the recurring sales invoice was deleted by mistake, you will need to create a new recurring sales invoice from scratch. ### Skipping next sales invoice Let’s say the next sales invoice should be generated on 24 September 2015. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/d/d98b43799f095f68c48e6f63e3bd930f2f3c8963.png) Your customer is going to pause their subscription for 1 month therefore no invoice should be issued on 24th September. The next invoice should be issued on 24th October. In order to do that, click `Edit` button on recurring sales invoice. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/4/48c6144da87500b0a2141eec7da5e9aba1b78d65.png) Set new `Issue date` ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/b/b5a6e1882a66821a4ec35b8fa73acd2f10958787.png) Click `Update` button to save changes. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/f/f255bf55876d6596b065699953547d93874bedf1.png) You will now see that the next sales invoice won’t be issued until 24th October. ![](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/b/b0b6b2a849925dcfadbd234e0bc0bd01a34bfd45.png) ---
**Author:** ![Sabrina\_Moya\_Cuerden](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/sabrina_moya_cuerden/32/6873_2.png) [@Sabrina\_Moya\_Cuerden](https://forum.manager.io/u/Sabrina_Moya_Cuerden)\ **Post date:** [June 7, 2016, 10:19am UTC](https://forum.manager.io/t/creating-recurring-invoices-for-customers/5512/2 "2016-06-07T10:19:31Z")
Good afternoon, I have been using the recurring sales invoices option for a while now, but I would like the option of “unticking” the invoice before it gets issued if for some reason the client does not need to be invoiced on that day. They currently default to ticked and it can’t be changed. I know I can delete the invoice once it’s been issued (but that’s not acceptable procedure for accountants), and the issuing of a credit note is additional work, when all one would have to do is untick before the issuing. Please assist. This program has been a life saver, and this is the only issue I have with it! This option would make it PERFECT for my uses. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [June 7, 2016, 2:41pm UTC](https://forum.manager.io/t/creating-recurring-invoices-for-customers/5512/3 "2016-06-07T14:41:40Z")
If you read the Guide above, you will see two different ways to accomplish what you ask. The first is exactly what you requested: unticking the box before creating invoices after Manager notifies you they are due. The second lets you enter a new date for next invoice. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [May 10, 2017, 4:28pm UTC](https://forum.manager.io/t/creating-recurring-invoices-for-customers/5512/4 "2017-05-10T16:28:44Z")
Unlisted on May 10, 2017, 4:28pm UTC