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Create a Repeating Invoice

If you have a regular customer with regular purchase, you do not have to create an invoice each time. Simply set up a Repeating Invoice that goes out automatically saving you time.

 


1. Go to Transactions and click Invoices.

 

 

 

 

2. Click Add New.

 

 

 

3. Check Repeating check box.

 

4. A new panel, Repeating Invoice, will appear. This will have the options of how often and when you want the system to create an invoice. Enter the following information:

  • Customer Name
  • Theme ID
  • Create Every (Weekly/ Monthly)
  • Start (Date invoice start repeating)
  • End (Date invoice should stop repeating)
  • Due Every (Due date for the invoice created)

 

5. Enter Invoice Details.

 

6. Click Approve.

 

Please note

  • End Date is optional and select one if there's a specific date you want Repeating Invoice feature to stop. If there's no end date, leave it blank.
  • Once approved, Repeat feature will be in effect and an invoice will be created as per Start Date.
  • If Start Date is chosen from the previous date then when created, transactions (invoices) will be created automatically for the past dates.

 

 

 

Please note

  • Repeated Invoice will have a new invoice number each time and is auto generated.
  • Once the Repeat Invoice is approved, you cannot make any changes to it. We recommend you to confirm the information entered before you approve it or save it as a Draft before finalizing it.
  • If any changes needed to be implemented, you have to delete the Repeat Template created and make a new one.
  • Invoices created as Repeating Invoices are listed under Repeating Templates. Regular invoices and the invoices created from repeat feature are listed under Invoices.

 

 

 

Deleting a Repeated Template

Only a drafted template (Draft status) can be permanently deleted from SlickPie. Once a Repeat Template is approved, it can only be voided but can not be deleted.

 

 

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