How To Split Recurring And Non Recurring Products On Invoices

Recurring and non recurring products  can be split on the invoice PDF.

How to enable the invoice PDF to be split into recurring and non recurring:

1. Go to Billing –> Billing Setup –> Inv & Credit Note Setup
2. Scroll down to invoice settings and enable “Split Invoice PDF”.

3. Make sure your products has the correct product types and that your product types has “Recurring” enabled or disabled according to your needs. Go to Billing –> Products –> Product Types.

4. The invoice lines will populate the “Recurring” setting as it is set up on the product selected on the invoice line.

The “Recurring” setting can still be edited on each invoice line and if it is changed by editing the invoice, it will not have an effect on the actual product types and will only effect that particular invoice’s PDF.

5. When the invoice gets generated as a final invoice, then you can see that the invoice PDF has split the lines into recurring and non recurring.