Repetitive invoice offers an automated invoicing solution and is easy to use.
When repetitive invoice is started, you will be able to convert templates from old module (if you have any).
Review repetitive invoice settings before converting / creating new repetitive invoices.
Choices made will act as the default settings for repeat invoices that are created.
Comment : Comment on recurring invoices created.
Frequency : The frequency specifies the range of item lines generated. For example, if you choose monthly, a new order will be generated each month.
Offset Rate : Specifies the range for which the item lines offset factor should apply. For example, if you select monthly, all offsets entered at the item line level will be offset by N months. Select "Apply line rate" if you want the offset factor added to a line item to follow the line item's own generation rate.
Offset Date : Offers the invoice date with N offset frequencies.
Factor: By default, one order is generated for each interval (for each frequency). By changing the factor you can change this so that only the order is generated for each Nth interval (N is then the factor). For example, if you want it to be generated every 10 days, you set the frequency to "Daily" and factor to 10.
Invoice date type:
- None: Invoice Date = Generation Date.
- Next date (before offset): Invoice date = Next date (does not take into account offset).
- First date (after offset): Invoice date = Next date + any offset.
Direct to Invoice: Automatic invoicing of orders generated.
Use accrual: When generating an invoice, this is accrued over the time interval to which the invoice applies.
Require comment: When storing a recurring invoice, the user is asked to enter a comment if changes made affect the total. Use dynamic pricing: Price is automatically updated if the item receives a new price (in the product management module). Disable this if you mainly operate with fixed price agreements.
A repeating invoice consists of 3 heads.
1. Product lines
Search for items via "Add item" and add to the invoice by simply clicking on search query or clicking ENTER.
" Search Item " is used to look up items already added to the invoice.
Price and invoice generation settings can be set per item line.
2. Invoice information
Enter the desired invoice information, dimension links, and generation settings.
Changes that affect invoice amount are automatically logged and assigned to category up or down sales.
In the overview, repetitive invoices can be searched for processing. Select one or more invoices and select the action from the top right box.