Recurring Sales Transaction

If you are repeating a sales transaction on a regular basis, this feature allows you to set up a recurring transaction to avoid creating the same document over and over again.

How to create a Recurring Sales Transaction

Creating a Recurring Sales Transaction

  1. From the Recurring sales transaction main menu, select New.

  2. select a Template.

  3. Enter Description and Customers details in the header section.

  4. In the Template tab enter the payment Pattern and appropriate Date from and Date to.

  5. Add line information in the Lines tab.

    • Line information, such as the description, accounts, units and amounts.

    • Accounting information, such as Cost centres and Departments.

    • Pause/Unpause: Pause and resume subscriptions to have full flexibility over customer contracts.

    • Cancel: Cancel recurring invoices so that customers do not receive invoices after cancelling contracts but the line stays visually available for auditing purposes.

      Note

      You cannot cancel all lines within a template. Please lock the template instead.

    • Create a new recurring sale invoice with a monthly pattern.

    • Add a Subscription detail line.

    • Preview the Schedule forecast.

Monthly adjustments

Date ranges can be specified on the recurring transaction lines, which allows creating of one off payments or price adjustments from certain dates.

How to create a Invoices from the Forecast

Creating a Invoices from the Forecast

Once a transaction recurrence schedule is set up, you can now manually create them from the forecast by selecting one or several invoices in the Forecast tab.

  • you can select past or future transactions.
  • once a document has been generated it cannot be recreated from the forecast unless you abandon the previous one.
  • created documents can be amended further (if the access permissions allows it), and then the recurrence forecast will display the Estimated vs Actual.
*** ### Automatic transaction scheduling

The recurring transactions are scheduled for daily submission and posting using the Create recurring documents Scheduling workflow.

The Scheduler will automatically process all the pending recurring transactions to the date.

Restarting a recurrence

Once an invoice has been created from a recurrent template, the Next doc date on the Recurrence* section of the template will advance to the next date.

If you need to reverse / abandon a range of documents and you want to restart the generation of documents you can clear off the Next doc date to restart, or amend to a desired date.

More details


Updated July 2026