Sales - Recurring Invoices

Sales - Recurring Invoices

INTRODUCTION

There are times when an invoice may need to produced every month for a customer that may use services from the business e.g. they rent something from you.
This can be set up in Agility.

Creating a Standard Invoice

In order to create a standard invoice navigate to Sales - Ledger Maintenance - Standard Invoices and the following screen opens:


Account - The customers account  and once selected stock type and depot are selected also
Stock Type - Defaults to S - standard stock
Depot - Defaults to MAIN but different depots can be selected if required and set up in Agility

Stock to Invoice

Beneath stock code if you know the code then type here or press the Stock Search button to get the browse stock screen.
When adding stock this is the same as it is through the till:


Enter the quantity

Buttons

Stock Search - Brings back the browse stock screen
Alter Qty - Changes the quantity of the stock code selected in the grid
Alter Case Type - Changes the case of the stock code selected in the grid
Alter Description - Changes the description of the stock code selected in the grid
Save Invoice - Once all goods are selected then save the invoice
Remove Item - Remove the code selected in the grid

Clear Form - Resets the form to a blank screen
Close - Closes the screen

Invoice Dates

Select the regularity of the Invoice:

This is a drop down with various options
Once a week, Once a Month, Quarterly, Annually and Last day of the Month

Next Invoice Date: 

From the drop down select a date

Automatically End

Select the tick box and another date box will open to enter when this will finish

Payment Type

This will be Account

Batch Reference

This is a text box where Batch Numbers can be entered for Batch Tracked Items

Saving Invoice

Once all the data is entered press the button Save Invoice




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