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Instead of creating a new invoice every month for a client, save time by setting up recurring invoices to sell the same items or services to clients on a regular basis. Here’s how to set it up:

Step 1: Define your recurring sales line
Go to the “Recurring Sales Line” window in BC

  • Create a new code – this is a unique number to identify a particular invoice
  • Give the invoice a description – this is the title it will show under
  • Change currency if needed
  • Select type, item number, and quantity


Step 2: Attach to customer card
Open up the customer

  • Go to Navigate > Related > Recurring Sales Lines
  • Add code that you created above
  • Select the dates
  • Select payment method


Step 3: Generate sales invoice
Go to the “Create Recurring Sales Invoice” window

  • Fill in the order date and posting date fields
  • Select the customer
  • Click “OK”
  • A pop-up will appear letting you know the number of invoices created


Step 4: Review and Post
Go to the “Ongoing Sales Invoices” window

  • Click into the sales invoice you just created
  • Posting > Post
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