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 (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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Displays the customer name of the recurring sales transactions, date last posted, frequency, date next due etc.

Increase Now PercentageRight-clickProcess SelectedOpen FormSelect VisibleOpen CustomerProcessExportImportPrintGrid ReportEdit FiltercolourColourSummary BarSearch rowClear FilterRefreshInvoice_Recurring

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

 

 

 

 

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