1stBase Help

Version: Pro 5.0.0.0

Index     Home


34

Scheduled Invoice Maintenance

This window is opened when you select Sales, Scheduled Invoices, Maintenance from the Administration Menu.

Scheduled Invoices are issued by selecting Sales, Scheduled Invoices, Prepare/Issue from the Administration menu. If any scheduled invoices are define then this should be done on a regular basis. The Generate procedure creates a sales invoice and, if the invoice contains any hardware, a customer order which is then processed as if it was a manually entered customer order.

Note that if a hardware order is generated then this will affect stock levels, given that Stock Control is turned on.


Moves the Customer window to the customer for this inivoice.
Displays the Customer LookUp window so that a different customer can be selected.
NOTE: When a new invoice is added (using the icon in the toolbar) then the customer is set to that shown in the Customer window.
Schedule Category: Continuous, Date Span or Fixed Number of Payments.
Frequency: Determines how often an invoice will be generated (weekly, monthly, quarterly etc).
Start/End Dates: Determines the period during which invoices will be issued. End Date may not be available if t=not applicable to the Category.
Displays the Part LookUp window.
Adds a line to the invoice details.
Deletes the currently highlighted line from the parts list.

See Also:
Global System Settings
Sales Invoice Management
Service Invoice Management
Service Invoices