Watch the video: Recurring Invoices

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.

Recurring Invoice Lookup

This form is used to process all recurring invoices.

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

Editing and Managing Recurring Invoices

Editing an Existing Recurring Invoice

•Double-click the Recurring Invoice No., or

•Right-click on the Invoice No. and select Open the Recurring Invoice.

Emailing Recurring Invoices:

•Go to Invoice Lookup,

•Select the invoices you want to email,

•Click the Email button.

Processing Debit Order Runs

If you need to collect payments for recurring invoices via debit order:

•Navigate to Ledger > EFT Export.

Importing and Exporting Recurring Invoice Data

Use the Import or Export button to manage recurring invoice data.

Viewing Recurring Invoice Transactions

To get a detailed list of all recurring invoice transactions:

•Click the Detail menu button.

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