RECURRING INVOICES REPORT

The Recurring Sales report provides information about business transactions that routinely issues similar sales invoices to customers. The report includes the Transaction (name), Frequency, Last Processed date and Due date for each transaction.

RECURRING INVOICES REPORT IN ACCOXI

The Recurring Invoices Report displays the names of each recurring sales transaction, including details such as the customer name, frequency, last invoice date, next invoice date, expiry date, status, and total amount. This report is accessible in the report module under the sales section, providing a comprehensive overview of recurring sales activities for efficient monitoring and analysis.

MENU AVAILABLE IN RECURRING INVOICES REPORT

Field	Description
Customize	The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, and customer.
Export to Excel	By clicking this button, users can export the report to Excel.
Export to PDF	Clicking this button allows the user to export the report to PDF.
Print	This button enables users to print the report.
Email	To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.
Pagination	The pagination control offers the capability to navigate from one page to another.
Exit	Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN RECURRING INVOICES REPORT

Field	Description
#	The symbol '#' represents the number of lines in the given context.
Recurring Name	This column displays the recurring name of the sales.
Customer Name	This column shows the customer name of the particular recurring sales.
Frequency	This column shows the frequency of the recurring sales period.
Last Invoice Date	This column shows the date of the last invoice.
Next Invoice Date	This column displays the next invoice date.
Expire Date	This column shows the expiry date of the recurring sales in the Recurring Invoice Report. The expiry date is the date when the recurring sales is scheduled to expire.
Status	This column shows the current status of the recurring sales.
Total Amount	This column shows the sum total amount of the particular recurring sales.

Frequently Asked Questions?

01How to take print out of Recurring Invoices with complete list?

Click on the Reports Module.
Select the report Recurring Invoices from Sales head.
At the right hand side of the report, there is a Print menu.
Click on the Print menu and it opens the print view form.
You can set the page range, page height, width and can enter the required number of copies here.
Click on the Print menu to get the printout of the Recurring invoice report.

02What is the content of Recurring Invoice Report in ACCOXI?

The Recurring Sales Report provides information about business transactions that routinely issues similar sales invoices to customers. This report displays the names of each recurring sale transaction along with the Customer name, Frequency, Last Invoice date, Next Invoice date, Expiry date, Status and Total amount.

03How can I check expiry date of a Recurring Sales Invoice?

Click on the Reports Module.
Select the option Recurring Invoice from Sales head.
Recurring sales details report opens and expiry date of each invoice are included in the table data.
You can select the particular sales invoice by using the option ‘Customize Report’. Click on the menu and enter the customer name of the invoice on the tab.
It shows the details of the recurring sales along with the expiry date.

04What is the purpose of customize menu option in the Recurring Sales Report?

Customize menu helps you to filter the invoice details. By clicking on the customize report, you can filter the report by selecting a particular customer, or by selecting date between.

Click on the Reports Module.
Select the report Recurring Invoice from Sales head.
Click on the Customize Report menu.
By clicking on the customize report, you can filter the report by Customer, or by date between. Select any one of the option to filter the report.
Click on Run Report to get the customize data.

05How can I export the Recurring invoices data in to Excel format?

Click on the Reports module.
Select the report Recurring invoice from Sales head.
At the right hand side of the report, there is a Print menu.
Click on the Print menu and it opens the print view form.
Click on the Export menu at the bottom right side of the page.
New tab will appear for save the file. You can select the location to save the file.
Click on save button to save the data in Excel format.