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