How to set recurring invoice

Pierre281

Hello,

In Express account 11.10 for Windows, in a recurring invoice we can set the recurring with a start date only. By example each month from 8 jannuary.

But if I want to stop automatically this recurring invoice on 8 october, how to enter the end date ?

Moreover I need that this period (from jannuary to october) could be recurring each year, auomatically. How to set it ?

borate

Possible insight from AI...

"Express Invoice Recurring Setup

NCH Express Invoice version 11.10 for Windows supports recurring invoices primarily through start dates and intervals like monthly, but lacks a direct "end date" field in the initial setup dialog. To stop a recurring series automatically on a specific date like October 8, create the schedule with the start date (e.g., January 😎 and monthly interval, then edit it later via the Recurring Invoices list to set an end date or number of occurrences if available in the schedule options.

Steps for One-Year Period

Fill out a standard invoice, click Record, and select "Save as Recurring."
Enter the start date (January 😎 and choose "monthly" interval; set action to "record," "print," "email," or similar.
Access the Recurring Invoices list from the main menu, select the invoice, and click Edit or Schedule to adjust for an end date (e.g., October 😎 or limit to 10 occurrences (January to October).

Annual Recurrence

Express Invoice does not natively support automatic yearly resets for seasonal periods like January–October. Set it as monthly starting January 8 without an end date, then manually pause or delete it each November via the list; reactivate the next January by editing the schedule or duplicating the template. For true automation across years, consider upgrading to a newer version or using Express Accounts, which offers similar tools with potential enhancements. Run the schedule manually via the "Run" button to generate due invoices as needed."

Pierre281

You have said :

> Access the Recurring Invoices list from the main menu, select the invoice, and click Edit or Schedule to adjust for an end date (e.g., October 😎 or limit to 10 occurrences (January to October).

I am now in the recurring invoice list, but I don't found a way to adjust an end date or limit to 10 occurences. Where to find it in the recurring invoice list ?

borate

AI follow up. If it doesn't answer your query contact NCH support...

"From the Recurring Invoices list screen in Express Accounts:

Select the recurring invoice line you want to change (click once so it is highlighted).
Look at the toolbar above the list: there should be buttons such as New, Delete, Edit, and Schedule (or similar, depending on version).
Click Schedule (not Edit) to open the Recurring Invoice Schedule window for that series.

If you don’t see a “Schedule” button, click Edit; in some builds, the scheduling options are reached from the edit window rather than a separate Schedule button.

Setting end date / occurrences

Inside the Recurring Invoice Schedule window you can adjust how long the series runs. Typical controls here include:
Start date for the first recurring invoice.
Frequency (e.g., every 1 month).
Options for when to stop: this may be an End date field or an option like “Run until canceled” vs. “End by [date]” or similar, depending on version.
If your version does not show any end/stop options at all, it may only support “run until canceled”. In that case, the practical workaround is:
Leave it as an open‑ended recurring invoice.
Calendar yourself to return to the Recurring Invoices list in October and Delete that recurring schedule once the last intended invoice has been generated.
If you can tell what you see on the toolbar above the Recurring Invoices list (button names/icons), that can help narrow down exactly which path in your particular version exposes the schedule options."