How to Create a Recurring Sales Invoice with Month and Year Automatically Added to the Description

This guide explains how to create a Recurring Sales Invoice and automatically append the Month and Year to the Title and Item Description whenever the recurring transaction is generated. 

Example

Before Recurring Transaction is Generated without include Month and Year

• Title: MAINTENANCE FEES
• Description: MAINTENANCE FEES

Now QNE system able to generate Recurring Transaction with auto Add Monht and Year into Titel and Descroption (Example: April 2025) 

• Title: MAINTENANCE FEES APR 2025
• Description: MAINTENANCE FEES APR 2025

This helps users easily identify the billing period for recurring invoices without manually editing the document each month.

Step 

1) Create your Sales Invoice as usual with Title and Item Description = Maintenance Fees

Note: Do not include the month or year manually. The system will append it automatically when the recurring transaction is generated.

2) Click Edit on the ribbon > Click on Recurring Transaction.

3) In the Recurring Transaction window > Select the Recur Type = Monthly and System will display an Option Add Month and Year to Sales Transaction Title and Description > Tick this Option > Click OK to save the recurring transaction.

This option automatically appends the billing month and year to both the Sales Invoice Title and the Item Description whenever the recurring transaction is generated.

4) When the recurring transaction is generated on its scheduled date, the system will automatically update the Title and Description.

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