How do I create and stop recurring invoices in Non-Member Income?
Create a Recurring Invoice
Follow these steps to create a recurring invoice:
- Go to Income Tracker → Non-Member Income.
- Click Invoice against the required vendor.
- Select Recurring as the Invoice Type.
- Enter the required details:
First Invoice Date
First Due Date
Repeat Every (Monthly, Quarterly, Half-Yearly, or Yearly)
Income Head
Description
Base Amount
GST Rate (if applicable)
5. Click Post Invoice.
The system will automatically generate future invoices based on the selected recurrence frequency.
Stop a Recurring Invoice
To stop generating future recurring invoices:
- Go to Income Tracker → Non-Member Income.
- Click View against the required vendor.
- Locate the recurring invoice.
- Click Actions → Stop Recurring.
- Confirm by clicking Stop Recurring.
Once confirmed, no further invoices will be generated for that recurring schedule.
Author: Harshitha