Enter the number of the recurring sales invoice.
Select {Monthly}, {Quarterly}, {Weekly} or {Yearly} to specify the frequency of the generation of the invoice.
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.
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.
Enter the invoice code for the recurring sales invoice you want to enter.
Enter a reference for the recurring sales invoice. This reference will be used as a description of the outstanding item.
Enter extra references for the invoice, if required.
Enter the representative you want to link to the recurring sales invoice.
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.
Enter the code to link the extra item descriptions to the recurring sales invoice. See [Extra description codes].
Enter the code to link the text code to the recurring sales invoice. See [General text codes].
Select the delivery method. See [Delivery/Order methods].
Select the currency that you want to use for the recurring sales invoice.
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.
Enter the amount of the discount percentage that the debtor is entitled to.
Enter a cost code. See [Cost codes].
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].
Select the VAT code. The VAT code for the order cost that is linked to the selected cost code will be displayed by default.
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].
Select the VAT code. The VAT code for the freight cost that is linked to the selected cost code will be displayed by default.
Enter the number of period that you want the amount to be evenly distributed.
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
Enter the item for the recurring sales invoice.
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].
Enter the number of items you want to have in your invoice line.
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].
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].
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.
Select the debtors that the recurring sales invoice is entered for.
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.
Enter the end date of the recurring sales invoice.
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.
You can click the 'Add' button to link documents to the item or 'Delete' button to delete the documents that have been linked.
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].
Enter a description of the linked document, if required.
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]