Recurring Invoice (PURCHASE)

[Timber]

I’m having problems using the invoice template for recurring purchases, the Create button takes me to the normal invoice layout without all the features to set up a recurring invoice. I’ve tried closing down and re-starting. Advice please

[QFSteve]

Hello @Timber

If you open the invoice and select More Options you should see a Setup a recurring schedule option.

You can then enter the start date, frequency and number of occurrences.

It will then show in the Purchases > Recurring purchases screen

https://support.quickfile.co.uk/t/recurring-purchase-profiles/8889

[Timber]

Many thanks Steve for your prompt reply

[Timber]

Spoke too soon. I don’t have the ‘Modify’ ‘Log Payment’ etc band of buttons to select when a take the Create option.
Do I need to set up and save an invoice first?

[QFSteve]

Hello @Timber

Do I need to set up and save an invoice first?

Yes that’s correct