Recurring Invoices |
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Watch the video: Recurring Invoices
Use recurring invoices if you need to send out invoices on a regular basis. Some examples of recurring transactions are rentals, debit orders and leases.
Go to Invoice > Recurring Invoices
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Displays the customer name of the recurring sales transactions, date last posted, frequency, date next due etc.
To edit an existing recurring invoice:
•Double-click the Recurring Inv No., or
•Right-click on the Invoice No. and select Open the Recurring Invoice.
To email recurring invoices:
•Go to Invoice Lookup,
•Select the invoices you want to email,
•Click the Email button.
If you want to do a Debit Order Run (collecting money) for the recurring invoices, go to Ledger > EFT Export
With Selected:
Increase Now Percentage: This will increase the items price with this percentage.
Increase Now Roundup: Round the amount to the nearest Rand.
http://bit.ly/SI_Recurring_Invoices
