Click the New button on the toolbar to create a new recurring invoice. This will open the New Invoice window, which you should fill out like a normal invoice and save as a recurring invoice to set the invoicing schedule.
DeleteTo delete recurring invoices, select the recurring invoice(s) you wish to remove from the list, and click the Delete button on the toolbar.
EditClick the Edit button on the toolbar to edit the currently selected recurring invoice. You can only edit one recurring invoice at a time.
ScheduleClick the Schedule button on the toolbar to view and/or change the schedule for the selected recurring invoice, or to change the action taken when the invoice is generated (email, fax, print, save, etc.).
PreviewClick the Preview button on the toolbar to see how the recurring invoice will appear when printed, saved as a PDF document, or emailed to a customer.
Show LogSelect this option from the Invoice menu to view the log related to the selected recurring invoice. The log will show information about past activity related to the selected recurring invoice.
Find Recurring InvoiceSelect this option to open the Find Recurring Invoice window. From here, enter the invoice name you want to search for to locate it in the list.
Find Next Recurring InvoiceSelect this option to find the next invoice in the list with the last term searched for, or use the shortcut F3 to locate the next invoice in the list.
RunClick the Run button on the toolbar to generate all currently due invoices for the selected recurring invoice, according to its schedule.