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Scheduled Invoice Maintenance |
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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. |
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Moves the Customer window to the customer for this inivoice. |
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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. |
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Displays the Part LookUp window. |
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Adds a line to the invoice details. |
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Deletes the currently highlighted line from the parts list. |
| See Also: |
| Global System Settings |
| Sales Invoice Management |
| Service Invoice Management |
| Service Invoices |
