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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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''' |