Closed Recurring Invoices

The Closed Recurring Invoices report provides an overview of all recurring billing cycles that have been terminated. This feature allows users to review the history of closed recurring invoices, including key details such as the initiating invoice, most recent invoice before closure, and the total billed amount. It is a valuable tool for maintaining accurate records and tracking completed billing cycles.

Prerequisites: Authorised Users.

Instructions

1. From the main Dashboard, click the Reporting tab.
   
   
   
   
   
   
2. Click Closed Recurring Invoices from the dropdown menu to enter the Closed Recurring Invoices page.
   
   
   
   
   
   
3. Here you can review the closed recurring invoice records in the table. Key columns include:
   
   Account: Displays the customer account associated with the closed recurring invoice. Clickable for quick access to account details.
   
   Initial Invoice: Shows the invoice that initiated the recurring billing cycle.
   
   Most Recent Invoice: Indicates the most recent invoice generated before the recurring billing cycle was closed.
   
   Recurring: Confirms whether the billing cycle was previously part of a recurring schedule.
   
   Amount: Displays the total billed amount for each closed recurring invoice entry.
   
   
   
   
4. To locate specific invoice data, use the Search field in the top-right corner. Enter keywords such as names, dates, amounts, or other relevant terms to quickly filter the results.
   
   
   
   
5. You can Copy, Print, and export to PDF, Excel and CSV by clicking on the blue buttons at the bottom of the page.