Navigating the Recurring Invoices Tab

The Recurring Invoices tab is where users can create, view, edit, and delete recurring invoices.

Recurring invoices are useful for Customers who have regular, ongoing payments. These invoices can automate payments like subscriptions, rent, or utility bills, which can save time and reduce administrative tasks. Corpay Complete allows customization of recurring invoices by setting the frequency, amount, and end date to meet specific business requirements.

Note: The visibility of fields, tabs, and information in Corpay Complete is determined by a Company’s configuration and the roles assigned to users. As a result, certain pages, information, and features may not be accessible, or the information may be available in a view-only format.

Recurring Invoices Grid

The Recurring Invoices grid is where users can view and edit existing recurring invoices and add new ones.

Field	Description
A – Quick Filters	Select the Quick Filters drop-down to choose from the following options: Clear Filters – Click Clear Filters to clear all filters from the Recurring Invoices grid. Reset Grid – Click Reset Grid to reset the Recurring Invoices grid to its default state.
B – + Add	Click the + Add button to add a new recurring invoice.
C – Toggle Filter	Click the Toggle Filter  icon to show or hide filter fields in the Recurring Invoices grid.
D – On/Off	Select the On/Off toggle to turn recurring invoices on or off. Note: Existing invoices that are turned off will still be viewable but future invoices will not be generated.
E – Vendor	This column displays the Vendor’s name. Click the Vendor link to open the Vendor Details page.
F – Name	This column displays the name of the recurring invoice. Click the Name link to open the Recurring Invoices Details page.
G – Frequency	This column displays the frequency of the recurring invoice.
H – # Invoices Created	This column displays the total number of invoices that have been created for the recurring invoice.
I – Next Creation Date	This column displays the next date when invoices will be generated.
J – End Date	This column displays the date when the recurring invoices will stop.
K – Amount	This column displays the invoice amount.
L – Actions (column)	This column displays the following options: View – Click the View  icon to open the Recurring Invoices Details page. Edit – Click the Edit  icon to edit the invoice on the Edit Recurring Invoice page. Delete – Click the Delete  icon to delete the recurring invoice.
M – Actions (button)	Click the Actions button to display the Actions flyout, then choose from the following options: Clear all filters – Click this option to clear all filters from the Recurring Invoices grid. Export selected data as csv – Click this option to export selected invoices from the Recurring Invoices grid to a CSV file. Export all data as csv – Click this option to export visible data from the Recurring Invoices grid to a CSV file. Export to Excel – Click this option to export visible data from the Recurring Invoices grid to an Excel file.
N – Columns (button)	Click the Columns button to display the Columns flyout. This option lets users include or exclude columns from the grid and filter them using the Search field. Checked columns are visible while unchecked  columns are hidden. Drag handles  let users rearrange the order of columns, and users can also move columns directly from the Recurring Invoices grid.