Create Recurring Instant Invoice
Explanation
This activity is used to create a recurring invoice from an existing instant
invoice. The newly created recurring invoice (s) will have the status
Preliminary.
Prerequisites
This activity requires that an instant invoice be created.
System Effects
As a result of this activity, a recurring instant invoice is created. The
currency rates used for the recurring invoices will be the rates specified in
the Currency Rates
window.
Window
Instant Invoice
Related Window Descriptions
Instant Invoice, Create Recurring Invoices
Procedure
- Open the
Instant Invoice window.
- Right-click and then click the Create
Recurring Invoice option. The
Create Instant Recurring Invoice(s)
dialog box will open and the values for the fields Invoice No, Identity,
Name and Series ID will be fetched automatically.
- Select the Month option if you want the
invoices to be printed recursively on a monthly basis.
- Enter the recursive value in the Recurrence Frequency filed. For
e.g., If you have selected month as the Recurrence Pattern and entered 3
as the recurrence frequency then the invoice will be created every three
months.
- Enter a value for the number of invoices to be
created in the Number of Invoices field. For e.g., If you have
selected the Month option and the recurrence frequency is 3 ,and the
number of invoices to be printed is 4 then, an invoice will be created every
third month and the total number of invoices created will equal to 4.
- Select the Day option if you want the
invoices to be printed recursively on a daily basis and enter the recursive
value in the Recurrence Frequency field. For e.g., if the recurrence
frequency is set to 3 then an invoice will be printed every third day.
- In the Create Instant Recurring Invoice(s)
dialog box, enter a date for the First Invoice Date field. This date
will be taken automatically as the First Pay Term Base Date. You can change
the date given for the First Pay Term Base Date field manually if
required.
- The Last Invoice Date will be displayed
automatically and this date cannot be changed.
- Click OK. A message appears indicating that the invoice was created. The
message also specifies the invoice series, invoice number, invoice date, and
total number of invoices that were created.