The Recurring Invoices Tab

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

NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.

The following table describes the fields and actions on the Recurring Invoices tab.

Item	Description
Quick Filters	Click the Quick Filters drop-down to: Clear all filters from the Recurring Invoices table. Reset the Recurring Invoices table to its default state.
+ Add	Click the + Add button to add a new recurring invoice.
Toggle Filter	Click the Toggle Filter to show or hide the column filter fields in the Recurring Invoices table.
On/Off	Select the On/Off drop-down 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.
Vendor	Click a vendor name in the Vendor column to open the Vendor Details page.
Name	Click an invoice name in the Name column to open the Recurring Invoice Details page.
Frequency	The Frequency column displays the frequency for the recurring invoice.
# Invoices Created	The # Invoices Created column displays the total number of invoices that have been created.
Next Creation Date	The Next Creation Date column displays the next date when invoices will be generated.
End Date	The End Date displays the date when the recurring invoices will stop.
Amount	The Amount column displays the invoice amount.
Actions (table column)	The Actions column displays the following action icons: View: Click the View  icon to open the Recurring Invoice Details page. Edit: Click the Edit  icon to edit invoice on the Edit Recurring Invoice page. Delete: Click the Delete  icon to delete the recurring invoice.
Actions (table flyout)	Click the Actions flyout to display the following options: Clear all filters: Choose this option to clear all filters from the Recurring Invoices table. Export selected data as CSV: Choose this option to export the invoices you have selected in the Recurring Invoices table into a CSV file. Export all data as csv: Choose this option to export all invoices in the Recurring Invoices table into a CSV file. Export visible data as csv: Choose this option to export visible data in the Recurring Invoices table into a CSV file. Export to Excel: Choose this option to export visible data in the Recurring Invoices table into an XLSX (Excel) file.
Columns	Click the Columns flyout to add or remove columns from the Recurring Invoices table.