Recurring Purchase Invoices in Accoxi

Recurring Purchase invoices- A guide

Recurring Purchase Invoices


A recurring invoice is essentially an invoice sent to the same customer at regular intervals, containing identical invoice details. Setting up a recurring invoice can enhance efficiency, enabling automated and hassle-free delivery of invoices to customers.

Key features:

  • Easy generation of recurring invoices for regularly occurring purchases
  • Users can choose the frequency at which the invoice is created
  • Option to apply 'never expiry' for invoices that continue indefinitely

Recurring Invoices

To access Recurring Invoices:

  1. Click on the Purchase module.
  2. Select the option for Recurring Invoices.

This action will lead you to the Recurring Purchase/Bills Search page.


The Recurring Purchase or Bills search window provides the user with information regarding all recurring purchases within the business.

Menus available in Recurring purchase or bills search:

Menus Availbale In Recurring Bill Search
  1. Filter:
  • The filter option in the recurring purchase/bills window allows users to refine the displayed data.
  1. Filter of recurring purchase/bills search can be done in two ways:
  • Directly entering the recurring name into the search bar near the filter option.
  • Clicking the filter drop-down to filter data by recurring name, Supplier name.
  1. Another option is available, allowing users to filter data by selecting the date range, specifying the starting and ending dates of invoices or bills. Additionally, there's an option to sort data based on the status of the invoice/bill, such as started, paused, or cancelled. Users can also filter the view by selecting all, purchase invoices, or bills.

Filter Option In Recurring Purchase Search
  1. Refresh:

If the most recent data is not displayed, click on the refresh icon located at the top left corner of the page to retrieve the updated data.

  1. Export:

The purchase invoice list can be exported to Excel format. Click on the Export button located at the top right corner, near the +New button. Choose the file location and click Save to complete the export process.

  1. New:
  • A new recurring purchase can be added by clicking the New button and selecting the purchase option.

Steps to Add a Recurring Purchase:

  • Add the recurring name and select the supplier.
  • Choose the date and tax type (inclusive or exclusive).
  • Specify the recurring intervals for generating invoices (daily, weekly, monthly, or yearly).
  • Provide the start date and end date of the invoice, selecting 'never expire' if necessary.
  • Then, select the product and batch, and save the data.

New Recurring Purchase Creation



Recurring Name

input the name of the recurring purchase.


enter the date of the recurring invoice. However, by default, the date will be set as the current date


Choose the supplier from the drop-down menu.

Phone Number

It will be automatically filled when we select the supplier.


input the description if there is any.

Payment Term

The payment term, which is already set with the supplier, will be displayed here. You can change the term if you want.


It will be automatically filled when we select the supplier.

Tax Type

Select Tax Type – Tax Exclusive or Tax Inclusive

Repeat Every

enter the number of recurring intervals for "Repeat Every" day, week, month, or year.

Never Expire

It provides an option to apply "Never Expiry" for never-ending invoices.

Start On/End On

Provides access to select a start date and end date for the recurring purchase.


Choose the type of discount as either "After Tax" or "Before Tax."

Product Or Service

Enter the product here. By pressing the Enter key, it will provide you with the details of all products that you entered.


Select the batch of the product by clicking on the "Batches" column.


enter the quantity of the products.


The user can activate the discount allowed on the recurring invoices in this column. These discounts may be either after tax or before tax.

Round Off

This column is for rounding off small amounts, and the round-off may be downward, upward, or nearest. This is selected in the Preferences menu => Organization Settings.


By clicking save, the recurring invoice is created, and the user will be redirected to the recurring invoice view window.


This option enables the user to clear the data entered in the new recurring invoice window.


Users can exit from the invoice window by clicking this button.

Menu available in Recurring purchase view

Menus Available In Recurring Purchase View



1. New Purchase Recurring

The "New Purchase Recurring" button redirects to the Create New Recurring Purchase window.

2. Filter

The "Filter" option filters the recurring invoices of the supplier you just dealt with, according to "All," "Started," "Expired," and "Cancelled."

3. Refresh

If your latest data is not displayed, click on the refresh icon at the top left corner of the page to fetch the new data.

4. History

The recurring invoice shows the history/comments of the transactions made. It displays all the edits and alterations of the recurring invoice with the date of the changes made.

5. Edit

An option provides the user with permission to edit the invoice if needed.

6. Export To Pdf

If the user wants to convert the recurring invoice to PDF format, the "Export to PDF" option is available. After clicking "Export to PDF," a "Save As" directory option will appear, and the user can choose the PDF file saving location.

7. Print

The "Print" menu helps the user to print the created recurring invoice if required. After clicking the "Print" button, it will redirect to print options where the user can select the printer, number of copies to take, etc.

8. More Options

·         Create Duplicate: This function is an easy tool to copy invoices. It will redirect you to the recurring purchase invoice window with the same data that you entered previously.


·         Cancel Invoice: This option is to cancel the invoice that you created. The cancel window will open, redirecting the users.

9. Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50, or 100. By entering the page number in the box and clicking on the "Go" button, it jumps to the said page.

10. Show All Purchase

After setting and activating the recurring invoices, it will be saved as a draft (if stated). Then, we can convert this draft to an invoice. As it is a recurring theme, the purchases made at regular intervals are shown in the 'Show all Purchases.'


  1. View icon:

This icon redirects the user to the invoice view window.

  1.  More Options:

You can edit, view, export to PDF, and print the recurring invoice details if required using the more icon.

  • Edit: The edit option redirects the user to the recurring invoices window where they can update the data in the recurring invoices.
  • View: The view option redirects the user to the detailed view of recurring invoices, allowing them to review the entered details.
  • Export to PDF: If the user wants to convert the recurring invoices to PDF format, the export to PDF option is available.
  • Print: The print menu helps the user print the created recurring invoices if required.
  1. Pagination Control:

It controls the page navigation and the page size. Page size can be set to 10, 20, 50, or 100. By entering the page number in the box and clicking the "Go" button, it jumps to the said page.

  1. Exit:

Below the pagination control, there is an exit button. If you want to exit the supplier search page, click on the exit button.

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