Recurrent Invoices
------------------
-There are two ways of using recurrent invoices. You can either select a group or single customer/branches.
+There are two ways of using recurrent invoices. You can either select a group or
+single customer/branches.
-If you are going to use groups, start by creating the groups you want to later put on the branches, Fi. Large, Medium and Small
+If you are going to use groups, start by creating the groups you want to later
+put on the branches, Fi. Large, Medium and Small
-Go into the branches. If you want any of a custumers branch to belong to a group, mark it and update the branch.
+Go into the branches. If you want any of a custumers branch to belong to a group,
+mark it and update the branch.
Definition.
-----------
-You are now ready to make some recurrent invoice definitions, by clicking the 'Recurrent Invoices' in the Sales tab, Maintenance section.
+You are now ready to make some recurrent invoice definitions, by clicking the
+'Recurrent Invoices' in the Sales tab, Maintenance section.
-The recurrent invoices uses the Template Orders, that are shown under Template Delivery/Template Invoice.
+The recurrent invoices uses the Template Orders, that are shown under Template
+Delivery/Template Invoice.
-First enter a Discription of the item. Select the appropriate template. If this should be adressed to a single customer/branch, select a customer and a branch.
-If it should be based on a group, set the customer to an empty value and select the group you want to send the recurrent invoices to.
+First enter a Discription of the item. Select the appropriate template. If this
+should be adressed to a single customer/branch, select a customer and a branch.
+If it should be based on a group, set the customer to an empty value and select
+the group you want to send the recurrent invoices to.
-Now it is time to consider the interval of the recurrency. If you select days and set the monthly value to 0, it will be due after every days interval.
-If you select a monthly value, it will be sent on a monthly base and if you select a days value it will be due on that day in the month. A value of -1 would
-be the last day in the previous month. A monthly value of 3 indicated a due every quarter of a year and 12 every year and so on.
+Now it is time to consider the interval of the recurrency. If you select days and
+set the monthly value to 0, it will be due after every days interval.
+If you select a monthly value, it will be sent on a monthly base and if you select
+a days value it will be due on that day in the month. A value of -1 would be the
+last day in the previous month. A monthly value of 3 indicated a due every quarter
+of a year and 12 every year and so on.
-The begin date is the date to start the recurrency and end date is the close date of the recurrency.
+The begin date is the date to start the recurrency and end date is the close date
+of the recurrency.
Create and print the recurrent invoices.
---------------------------------------
-Before creating recurring invoices, check that the price factor in company setup is set. If you have foreign customers the price is automatically calculated.
-Go to 'Create and Print Recurring Invoices'. The due items are marked and a link 'Create invoices' are there.
-Pressing this link creates all the invoices belonging to this group or single customer/branch.
+Before creating recurring invoices, check that the price factor in company setup
+is set. If you have foreign customers the price is automatically calculated.
+Go to 'Create and Print Recurring Invoices'. The due items are marked and a link
+'Create invoices' are there.
+Pressing this link creates all the invoices belonging to this group or single
+customer/branch.
An info line tells you how many and invoice-numbers that are created.
There is also a link to Print the Invoices.
That's it. Happy Recurrent Invoicing.
-PS. If you need more groups on a customer, create new branches with this different group. Maybe call the branch something similar as the group to easily find it.
\ No newline at end of file
+PS. If you need more groups on a customer, create new branches with this different
+group. Maybe call the branch something similar as the group to easily find it.
\ No newline at end of file
projects / fa-stable.git / blobdiff