Exact Globe+

Updating recurring invoices

Menu path

Invoice ➔ Entries ➔ Recurring invoices ➔ Update

Introduction

Information such as item price and description and/or debtor address can be updated at any time in the item or debtor maintenance. However, these changes do not apply to recurring invoices that have already been processed.

To avoid processing sales invoices with outdated information, you can update the recurring invoices prior to processing. Only critical information in the item or debtor maintenance can be updated to the existing recurring invoices. These details include:

changes to the item description,
changes to the sales price of the item,
changes to the addresses of the debtor, and/or
changes to the payment condition that is applied to the recurring invoice.

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 update recurring invoices?

In the Invoice / Entries / Recurring invoices / Update screen in the Range section, type or select the debtor IDs at Debtor to update the recurring invoices for the selected debtors.
In the Update section, select the relevant check boxes to indicate the type of information to be updated.
Click Start. A report will be displayed to indicate what has been changed.

Fields

Range section

Debtor, to

Type or select an ID or name of debtor or a range of ID or names of debtors to update the recurring invoices with the selected debtor(s). By default, the All check box is selected to update the recurring invoices for all debtors.

Recurring inv. code, to

This refers to recurring invoice code. Type or select the recurring invoice code or a range of recurring invoice codes to update the recurring invoices with the selected recurring invoice code(s). By default, the All check box is selected to update the recurring invoices of all recurring invoice codes.

Sequence number, to

Type or select a sequence number or a range of numbers to update the recurring invoices with the selected number(s). By default, the All check box is selected to update the recurring invoices for all sequence numbers.

Item, to

Type or select an item or a range of items included in the invoices to update the recurring invoices with the selected item(s). By default, the All check box is selected to update the recurring invoices for all items.

Update section

In this section, select the type of details of the recurring invoice that you want to update. You can select more than one option. The following options are available:

Item description — The description of the item.
Sales prices — The sales price of the item.
Addresses — The address details in the header of the invoice (including the contact). This check box is enabled only if the Sales employees check box is cleared.
Payment condition — The payment condition of the debtor.
Sales employees — The sales employees and the sales commission split percentages from debtors. Selecting this check box will automatically select and disable the Addresses check box.

Note: The Sales employees check box is available only if you select the Use sales commission check box in the Sales commissions section at System ➔ General ➔ Settings, under Order settings. For more information, see Order settings.

Options section

Select one of the following options:

Trial report — This provides a preview of the modifications. The modifications will not be updated to the recurring invoice(s).
Final report — The modifications are updated to the recurring invoice(s) and the report of the modifications made is displayed.
No report — The modifications are updated without generating a preview of the report.