Maintain: Recurring (Invoice)
[Sales: Processes, Recurring sales invoices, Entry]
Number
Enter the number of the recurring sales invoice.
General tab
Frequency
Select {Monthly}, {Quarterly}, {Weekly} or {Yearly} to specify the frequency of the generation of the invoice.
Date
Select {First day} or {Last day} to specify the day that the invoice will be generated. For example, if you have selected {Monthly} in the 'Frequency' field, you can indicate that invoice is to be generated on the first or last day of the month.
Offset days
Enter the number of days to offset the next generation date of the sales invoice. For example, if the date displayed in the 'Next date' column on the 'Debtors' tab is 11/30/2008 and you have entered '-2' in this field, upon saving, the date will automatically be changed to 11/28/2008.
Invoice code
Enter the invoice code for the recurring sales invoice you want to enter.
Reference
Enter a reference for the recurring sales invoice. This reference will be used as a description of the outstanding item.
Extra references
Enter extra references for the invoice, if required.
Representative
Enter the representative you want to link to the recurring sales invoice.
Selection code
Enter the selection code for the recurring sales invoice. This selection code can be used to make a selection when you print or journalize the invoice.
Extra description code
Enter the code to link the extra item descriptions to the recurring sales invoice. See [Extra description codes].
Text code
Enter the code to link the text code to the recurring sales invoice. See [General text codes].
Delivery method
Select the delivery method. See [Delivery/Order methods].
Conditions tab
Currency
Select the currency that you want to use for the recurring sales invoice.
Payment condition
Select the code of a payment condition. You can create payment conditions in [Finance: Tables, Maintenance, Payment conditions]. By default, the payment condition selected is the currency linked to the particular invoice debtor in [Finance: Debtors, Master data, Maintenance] on the 'Entry' tab.
Invoice discount percentage
Enter the amount of the discount percentage that the debtor is entitled to.
Cost code
Enter a cost code. See [Cost codes].
Order costs
Type the order cost for the recurring sales invoice.
Note: This field is disabled if the type of the cost code selected in the 'Cost code' field is an order cost. See [Cost code details].
VAT code
Select the VAT code. The VAT code for the order cost that is linked to the selected cost code will be displayed by default.
Freight costs
Type the freight cost for the invoice.
Note: This field is disabled only if the type of the cost code selected in the 'Cost code' field is a freight cost. See [Cost code details].
VAT code
Select the VAT code. The VAT code for the freight cost that is linked to the selected cost code will be displayed by default.
Number of periods
Enter the number of period that you want the amount to be evenly distributed.
Notes tab
Enter notes about the recurring sales invoice in the box provided.
After having defined the invoice header data, you can enter the invoice lines by clicking the 'Add' button.
Matrix for data entry
Item
Enter the item for the recurring sales invoice.
Description
Enter the description for the item. By default, the description defined for the item on the 'General' tab in [Sales: Master data, Maintenance, Items, Items].
Quantity
Enter the number of items you want to have in your invoice line.
VAT
Enter the VAT code that you want to use in this invoice line. The VAT code that is linked to a debtor in the Finance menu is shown as a default. You can only change this default when you selected the 'VAT code adjustable' check box in the 'General' tab in [Sales: File, Company settings, Sales settings].
Price
Enter the price of the item. The sales price of the item, defined in [Sales: Master data, Maintenance, Items, Items] is shown as a default. You can only change this price when you have selected the 'Change item data' check box on the 'General' tab in [Sales: File, Company settings, Sales settings].
Debtors tab
You can click the 'Add' button to add the debtors that the recurring sales invoice is entered for or 'Delete' button to delete the the debtors that have been added.
Matrix for data entry
Debtors
Select the debtors that the recurring sales invoice is entered for.
Start date
Enter the start date of the recurring sales invoice. When you click the 'Add' button, the current system date will be filled in by default.
End date
Enter the end date of the recurring sales invoice.
Next date
Enter the next date that the invoice is supposed to be generated. By default, the date filled in is auto-generated by the system and dependent on the date the debtor is added as well as the information filled in the 'Frequency' and 'Date' fields.
Documents tab
You can click the 'Add' button to link documents to the item or 'Delete' button to delete the documents that have been linked.
Matrix for data entry
Category code: External
Select an external category of the document to be linked to the item. You can create external categories in [System: Setup, Documents, External categories, Maintenance].
Description
Enter a description of the linked document, if required.
Path: Complete
Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.
Sales Invoice Manual > Contents > Entering invoices > Recurring sales invoices > [Sales: Processes, Recurring sales invoices, Entry]
| 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: |
17.991.366 |
| Assortment: |
Exact Financials
|
Date: |
28-04-2009 |
| Release: |
|
Attachment: |
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| Disclaimer |