Recurring Invoices

This document provides a comprehensive guide on setting up and managing recurring invoices in HirePOS. Recurring invoices are useful for automating billing cycles for services or subscriptions. This feature allows you to create invoices that repeat at regular intervals until the service or subscription is discontinued.

To set an invoice as recurring, follow these steps:

1. Open an existing invoice or create a new one.

2. Set the Invoice Date, Booked From, and Booked To dates for the first billing cycle.

3. Check the TBA box to block out the availability of hire items until the recurring hire is returned.

4. Click on the Options button and select Set As Recurring.

5. Adjust the Repeat dropdown if needed and click Save New.

To create recurring invoices manually:

1. Go to Sales/Hire > Recurring Invoices.

2. Review any due invoices and make corrections if necessary.

3. Click on Create Invoices to generate the next set of invoices.

The duplication process for recurring invoices is similar to creating duplicates. Use the Options button to duplicate invoices with specific settings.

To discontinue a recurring invoice:

1. Edit the recurring invoice.

2. Click on the Options button and select Edit Recurring Settings.

3. Check the Discontinue checkbox and click Save Changes.