- Other Actions for Recurring Invoice
There are a host of actions that you can perform upon a recurring invoice in Erpisto.
- Edit Recurring Invoice
To change details of an existing recurring invoice:
- Go to Sales > Recurring Invoices.
- Select the recurring invoice whose details you want to edit.
- Click the Edit icon in the right side of the page (or press e).
- Make the necessary changes and click Save.
- Clone Recurring Invoice
If you want to create a recurring invoice with the same details as an existing one, you can choose to clone it rather than create a new recurring invoice. Here’s how:
- Go to Sales > Recurring Invoices.
- Select the recurring invoice to clone.
- Select More > Clone.
- Make necessary changes in the New Recurring Invoice page.
- Click Save.
- Delete Recurring Invoice
You can delete a recurring invoice profile in Erpisto. However, if any child invoices have been generated for a recurring profile, they won’t be deleted.
To delete a recurring invoice:
- Go to Sales > Recurring Invoices.
- Select the recurring invoices you want to delete.
- Click More > Delete.
- Click OK to confirm.
- Export Recurring Invoices
You can export all your invoices to your system in the CSV, XLS or XLSX format. Here’s how:
- Go to Sales > Recurring Invoices.
- Click the Hamburger icon in the top right corner of the page.
- Select Export Recurring Invoices.
