Recurring Invoices

The following will show you how to set up and produce recurring invoices

Image
STEP 1

From the main menu, go into the Job Bag, then go to the Sales Order tab at the top. Double click on the Sales Order and go to the Despatch/Payment Tab. Select the 'Recurring Invoice' option in the bottom right hand corner.

 

Image
STEP 2

Click 'Generate Invoice'

 

Image
STEP 3

Make sure the details are correct; pay particular attention to the 'First Invoice Date', 'No. of invoices' and 'Frequency'. For example, if you want to setup a recurring invoice every month for 6 months - 'No of Invoices = 6' - 'Frequency = Monthly'. Click the checkmark to confirm. The status of your Sales Order should now read 'Part Desp & Inv.'

 

 

 

Image
STEP 4

From the main menu go to the 'Sales Invoicing' screen and click 'Recurring Invs'.

 

 
Image
STEP 5

Review the recurring invoices by date. Generate upcoming invoices by changing the date in the top right hand corner. Click 'Generate Invoice' to create a single invoice (highlighted) or 'Generate All Invoices'.