Editing Recurring Invoices
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'''Next Invoice Date''' – Enter the next day you want to invoice the customer. After you process an invoice, this date field will update to reflect the next invoice date. | '''Next Invoice Date''' – Enter the next day you want to invoice the customer. After you process an invoice, this date field will update to reflect the next invoice date. | ||
− | + | '''Billing Frequency'''- Select how frequently you will be billing the customer. | |
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− | + | '''**End Date**''' – '''make sure the end date is filled out'''. If this is not filled out, SME will continuously generate invoices the next time someone processes the recurring invoices on startup. | |
<br>5. On the Work Requested tab, enter the description of the recurring invoice on the Services Performed side (right side). | <br>5. On the Work Requested tab, enter the description of the recurring invoice on the Services Performed side (right side). | ||
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* Click '''OK'''. | * Click '''OK'''. | ||
<br>7. Click [[File:save.jpg]] to save the recurring invoice. | <br>7. Click [[File:save.jpg]] to save the recurring invoice. | ||
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== Process Recurring Invoice == | == Process Recurring Invoice == | ||
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SME will use the '''Next Invoice Date''' on the recurring invoice and the '''Days in Advances''' set in preferences to determine which invoices need to be generated. | SME will use the '''Next Invoice Date''' on the recurring invoice and the '''Days in Advances''' set in preferences to determine which invoices need to be generated. | ||
− | == View the | + | <h3>View Invoices Generated by Recurring Invoice</h3> |
− | # Go to | + | |
+ | == View the invoices generated == | ||
+ | # Go to Receivables module > Invoicing. | ||
# Click '''Search''' > '''Search Open Invoices'''. | # Click '''Search''' > '''Search Open Invoices'''. | ||
# In the Search window you will see all open invoices. Sort by '''Invoice Date''' to find the invoices you generated. Double click on one to open the invoice. | # In the Search window you will see all open invoices. Sort by '''Invoice Date''' to find the invoices you generated. Double click on one to open the invoice. | ||
− | If you are syncing SME with QuickBooks, after | + | If you are syncing SME with QuickBooks, after you next sync these invoices will be in QuickBooks. |
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− | + | <h3>View Summary of Next Invoice Date and Last Processed Date</h3> | |
You can setup a Search View in Receivables > Recurring that gives you a high level view of recurring invoices based on next invoice date and last generated date. | You can setup a Search View in Receivables > Recurring that gives you a high level view of recurring invoices based on next invoice date and last generated date. | ||
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If this is helpful for you, follow these steps: | If this is helpful for you, follow these steps: | ||
− | + | 1. Go to '''Receivables''' module > '''Recurring'''. | |
− | + | 2. Click '''Search''' > '''Search Open Recurring'''. | |
− | + | 3. Click '''Views''' > '''New View'''. | |
− | + | 4. Check the following field names: | |
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<br>'''CustName''' | <br>'''CustName''' | ||
<br>'''BillName''' | <br>'''BillName''' |