How to create and process repeat invoice

How to create and process repeat invoice

To create a repeat invoice, go to Sales on the left-hand menu of the client’s dashboard, click on the New + button in the top right-hand corner and select New Repeat Invoice. 


Enter relevant information such as the Start and End Dates, Income Type and also include tags in the description to match the dates inputted for the repeat invoice. 


Click the More button to enter other information such as Bank, Payment Terms, frequency and also select which invoice template to use for the repeat invoice. There will also be options to automatically create (Auto Process) and automatically email out the repeat invoice (Auto Email) to the chosen customer, as well an option to exclude any VAT that is included on the invoice. 


You will then be able to view all repeat invoices created by going to the New + button within the Sales dashboardselect Repeat Invoice and either Edit, Delete or add a new repeat invoice. 


To manually process a repeat invoice first got to the Sales dashboard, click on the View drop-down button and then select Repeat Invoice. 


Then click on the Process Invoice button at the top of the Repeat Invoice page where a pop-up page will appear with the options of which repeat invoices to process. Tick the relevant repeat invoice which is to be processed, either enter a specific date on which to raise the invoices or choose to raise them on the Next Run Date and then click the Process button. The repeat invoices will then reflect within the Sales dashboard. 


    • Related Articles

    • How to process receipts on Nomisma

      To process a receipt that has been uploaded to Nomisma, first click on the Pending Receipts button located on the client’s main dashboard and then click on the icon within the Add column that is in line with the receipt in question.    If you have ...
    • How to create journal entries

      To add a journal entry, first go to the Advisor Tools drop down at the top of the client’s main dashboard, select Journals and then click on the + icon in the top right-hand corner of the Journal Entry page.      Enter the relevant information such ...
    • How to process dividends and produce a dividend voucher

      To process dividends for limited company profiles you will have to of first set up shares for the directors/shareholders. Once this has been done, go to the main dashboard of the client in question, click on the Advanced button in the top right-hand ...
    • How to build a good onboarding process within your accounting or bookkeeping practice.

      Customer journey and customer experience are two keywords often brought up in conversation and vital to onboarding processes. But, what do they actually mean, and what can you do to improve both? Customer Journey A customer journey is an end-to-end ...
    • How to integrate your GoCardless account to Nomisma

      To integrate a GoCardless account to Nomisma first go to Settings on the left-hand menu of the client’s dashboard, go to the Payment section and then click on the Edit button in the top right-hand corner. You will then need to tick the GoCardless ...