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Updating recurring invoices

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Invoice Entries Recurring invoices Update

Introduction

Information such as item price and description and/or debtor address can be updated at any time in the item or debtor maintenance. However, these changes do not apply to recurring invoices that have already been processed.

To avoid processing sales invoices with outdated information, you can update the recurring invoices prior to processing. Only critical information in the item or debtor maintenance can be updated to the existing recurring invoices. These details include:

  • changes to the item description,
  • changes to the sales price of the item,
  • changes to the addresses of the debtor, and/or
  • changes to the payment condition that is applied to the recurring invoice.

What version are you using?

The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I update recurring invoices?

  1. In the Invoice / Entries / Recurring invoices / Update screen in the Range section, type or select the debtor IDs at Debtor to update the recurring invoices for the selected debtors.
  2. In the Update section, select the relevant check boxes to indicate the type of information to be updated.
  3. Click Start. A report will be displayed to indicate what has been changed.

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Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 12.231.575
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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EGN-OH390-Updatingrecurringinvoices-final.docx 24.7 KB View Download