If you have regular transactions for the same amount, an easy way to manage them is to set up Recurring Transactions in Pandle. For example, if you invoice the same customer £100 for the same item each month, automating this repeat transaction saves you some extra work.

How to add a recurring transaction

View and manage recurring transactions

Mark recurring transactions as active or inactive

If a recurring transaction fails

How to add a recurring transaction

You can view and edit existing transactions to recur them, set invoices to recur when you create them, or create new recurring transactions (following the process below).

Click 'Tools' in the navigation bar, and select 'Recurring Transactions' from the menu.

On the Recurring Transactions screen, click 'Add New Recurring Transaction'.

In the pop-up window, click the dropdown menu under 'Select Recurring Transaction Type', and select which type of transaction you would like to create.

Customer Invoice

Create a new recurring transaction to automatically create (and send) a customer invoice for the same amount each time, and at whatever intervals you need to.

If you have a credit limit set up for that customer, Pandle will let you know if an invoice will take the customer over their limit.

The alert notification will show you what their new balance will be if you decide to continue, to help you choose what to do next.

Supplier Invoice

You may have a supplier that bills you the same amount on a regular basis. Instead of entering the Supplier Invoice each week or month, use a recurring transaction to add future invoices in Pandle automatically .

Adjustment

Adjustments are used to adjust your category balances. This can be useful for things like regular depreciation adjustments (instead of just at the end of the financial year). A bookkeeper or accountant would usually make these kinds of adjustments.

Wages Adjustment

If you pay a salary which is the same amount every week or month, create a recurring transaction to enter Wage Adjustments automatically.

Once you select the transaction type, click 'New Recurring Transaction' (or click 'Close' to return to the Recurring Transactions screen). In our example we are creating a recurring adjustment between two categories.

The next screen will ask for the details of the recurring transaction. The information that you enter here follows the same process that you would normally use to create that type of transaction, but you'll save it in a different way.

Once you're ready, click 'Save and Recur'.

A pop-up window will ask you to confirm which date your new recurring transaction will start from.

Confirm how frequently you would like Pandle to automatically recur this transaction.

You can also set an end date for the transactions to stop recurring automatically, or limit the number of occurrences. Click the box if you would like to set an end date.

Then either enter an end date for this recurring transaction, or enter the number of occurrences.

Then use the dropdown menu to mark your new recurring transaction as 'Active' or 'Inactive'.

For example, you might want to create a new recurring transaction, and then mark it as 'inactive' until you're ready to use it. Pandle will automatically recur this transaction unless it is marked as active.

If you're creating a recurring customer invoice you can also set up automatic emailing by clicking the 'Email Template' tab, and Pandle will send the invoice directly to your customer each time it recurs.

When you're ready, click the 'Save' button.

View and manage recurring transactions

Click 'Tools' in the navigation bar, and select 'Recurring Transactions' from the menu.

Search your recurring transactions

You can search for specific recurring transactions quickly by entering information into the search bar.

Pandle will display any results which include the search term you enter. Delete your search term from the entry box to return to a full list of results.

Choose how many rows per screen

In Pandle you can choose how many rows of information you see on the Recurring Transactions screen. Just click the 'Row Count' button, and select the amount from the menu.

Sort transactions in a different order

To sort the list of transactions on your Recurring Transactions screen, click the column header that you would like to sort by, or click the header again the reverse the order.

For instance, click the 'Start Date' header to sort recurring transactions according to date they started.

Select which columns to view

In Pandle you can edit the columns that you need to see on the Recurring Transactions screen, and hide those that you don't.

Click the 'Column Select' button, and select or deselect the columns that you want to see.

Type

What sort of transaction it is, such as Adjustments or Supplier Invoices

Display Name

The information you entered when you set up the recurring transaction. For instance, the customer's name, or the categories that you're adjusting.

Frequency

How often the transaction recurs

Start Date

The date that the recurring transactions started

Next Date

The next recurring transaction expected to occur in the series

Status

Whether the recurring transaction is 'Active' or 'Inactive'

Actions

Use the actions in this column to edit or work with your recurring transactions in Pandle

Export recurring transactions

Click the 'Export' button to export a list of your recurring transaction as a CSV file.

Mark recurring transactions as active or inactive

You can edit the status of your recurring transactions and mark them as inactive. For example, if you want to temporarily pause a recurring transaction without deleting it and then creating a new one later.

Mark a recurring transaction as inactive

Click 'Tools' in the navigation bar, and select 'Recurring Transactions' from the menu.

On your 'Recurring Transactions' screen, click the 'Edit Recurring Transaction' button next to the relevant transaction.

Use the dropdown 'Status' menu to select 'Inactive', and then press Save.

Reactivate recurring transactions

Click 'Tools' in the navigation bar, and select 'Recurring Transactions' from the menu.

On your 'Recurring Transactions' screen, click the 'Edit Recurring Transaction' button next to the relevant transaction.

Use the dropdown 'Status' menu to select 'Active', and then press Save.

If a recurring transaction fails

Pandle will detect if a recurring invoice fails to send for any reason, and attempt to resend it on your behalf.

You will receive an alert about this, which confirms which invoices and customers are affected. If there are multiple issues, Pandle will send a single email listing all incidents.

If the resend attempt is unsuccessful, Pandle will repeat the process up to seven times, and let you know each time.

Pandle will detect if you have already sent the invoice manually, and stop the automated resend to avoid any duplication in your bookkeeping.

Should the final attempt to send the recurring transaction also be unsuccessful, Pandle will send an alert, so you know what action to take, and where.

Relevant articles

View Transactions

Adjustments

Wages Adjustments

Entering customer invoices

Entering supplier invoices

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