Exact Globe+

Generating recurring invoice reports

Menu path

Invoice ➔ Entries ➔ Recurring invoices ➔ Recurring invoices

Introduction

Recurring invoices serve as templates for sales invoices that are frequently created. With Exact Globe Next, you can generate a report of all recurring invoices that have been created. This report displays the recurring invoices per recurring invoice code, sequence number, and invoice debtor.

Fields

You can filter the report of recurring invoices that you want to generate. To search the recurring invoices that you want to display in the report, you can define one or more of the following criteria and click Start. The recurring invoices that match the search criteria you have defined are then displayed. A list of options will be displayed if you click at the respective boxes. From the list, select an option and click Select.

Recurring inv. code

Type or select the recurring invoice code or range of recurring invoice codes to generate a report of recurring invoices with the selected codes. By default, the All check box is selected to generate a report of recurring invoices for all codes.

Sequence number

Type or select a sequence number or range of sequence numbers to generate a report of recurring invoices with the selected sequence numbers. By default, the All check box is selected to generate a report of recurring invoices for all sequence numbers.

Invoice debtor

Type or select the debtor ID or range of debtor IDs that the recurring invoices are for. By default, the All check box is selected to generate a report of recurring invoices for all debtors. These debtors are customer details filled in at Invoice to in the recurring invoice entry screen and are the ones who will be receiving the invoices.

After defining the criteria, click Start to generate the overview.

Buttons

Start

Click this to generate the overview of the recurring invoices.

The invoice details such as the invoice code, invoice debtor, payment condition code, and the representative who will be in charge of the sales invoice are displayed for each recurring invoice. In addition, the recurring invoice lines will also be displayed under each relevant recurring invoice. Each invoice line displays details such as the item code, description of the item, quantity of item that will be ordered, percentage of discount given, and the sales price of the item.

Close

Click this to exit.