Add or Edit Recurring Invoices

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Go to Invoice > Recurring Invoices

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

WorkshopStock ItemsSupplierCustomerQuotesLedgerInvoiceEmployeecompanyFileSales OverviewGift CardInvoice OptionsInvoice ExtraRecurring Invoice LookupCashUpNew Credit NoteCredit Note LookupInvoice LookupNew InvoiceInvoice_Main_Menu

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To edit an existing invoice double click the Recurring Inv No. or right click on the Invoice No. and select Open the Recurring Invoice.

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Item lookup buttonBarcode invoiceSummary barVAT typeBilling cycle intervalBilling cycleUnitMass infoSales personDocument numberMove lineInsert heading lineDelete this lineReset lineOpen inventory formPlus signInvoice_Recurring_Add

Begin date: Date the contract starts.

End date: Date the contract ends.

Renewal date: The date on which the contract must be renewed.

Last processed:  Date on which the last billing took place.

Next Date: Next billing date. You can process the invoices within 25 days prior to this date.

 

Order numberBranch selectInvoice_Recurring_Extra_Tab

 

Transfer the data to an Invoice where you can further edit and process it.

 

If you want to email the recurring invoices go to Invoice Lookup, select the invoices you want to email and click the email button.

To do the debit order run go to Ledger > EFT Export

See also How does Lookup forms work.

 

http://bit.ly/SI_Add_Recurring_Invoice