Exact Globe

Overview of recurring invoices

Menu path

Invoice ➔ Entries ➔ Recurring invoices ➔ Enter

Introduction

Recurring invoices are templates for sales invoices that are frequently created and processed. These include invoices that are created on a monthly basis for example, insurance premiums and loan repayments. You can create recurring invoices to save time from creating manual entries of similar invoices. You can then process these recurring invoices as sales invoices with minimal modification or none at all.

Here are some examples of when you would need to use recurring invoices:

• A customer always orders the same items with the same quantities (nothing needs to be changed to the invoice).
• A customer regularly orders the same items, only the quantities vary (only the quantity in the invoice lines needs to be changed).
• Several customers always order the same items (only the debtor in the invoice header needs to be changed).

Below is a brief explanation of the process flow for using recurring invoices:

1. You can create a recurring invoice at Invoice ➔ Entries ➔ Recurring invoices ➔ Enter.
2. Periodically, you can generate invoices using the recurring invoices templates at Invoice ➔ Entries ➔ Recurring invoices ➔ Generate. A normal invoice is then generated based on the recurring invoice with your selections. For more information, see Generating recurring invoices.
3. Finally, you can maintain the generated invoices as normal invoices and print them at Invoice ➔ Entries ➔ Invoices and Invoice ➔ Entries ➔ Print / Process respectively. For more information, see Overview of invoices and credit notes.

This overview displays all recurring invoices that have been created. From this overview, you can also view the debtor card of the customer, modify the information of the selected recurring invoice, or delete the selected recurring invoices.

What version are you using?

The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create recurring invoices?

1. In the Invoice / Entries / Recurring invoices / Enter screen, click New. The Recurring invoices screen will be displayed.
2. At Recurring invoice code, select an invoice code for the recurring invoice.
3. At Ordered by, type or select the debtor ID.
4. Define other relevant information.
5. Click Close.

How do I modify recurring invoices?

1. In the Invoice / Entries / Recurring invoices / Enter screen, define the relevant criteria.
2. Click Search.
3. Select a recurring invoice, and then click Open. The Recurring invoices screen will be displayed.
4. Make the necessary changes, and then click Close.

How do I delete recurring invoices?

1. In the Invoice / Entries / Recurring invoices / Enter screen, define the relevant criteria.
2. Click Search.
3. Select the relevant recurring invoice to be deleted, and then click Delete. The "Delete selected data?" message will be displayed.
4. Click Yes.

Related documents

• Creating and maintaining recurring invoices
• Exact video library
• Generating recurring invoices
• Invoice settings
• Overview of invoices and credit notes
• Updating recurring invoices
• Viewing debtor card