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recurring_invoice [2014/10/28 12:19]
Lisa Adams created
recurring_invoice [2014/10/28 12:33]
Lisa Adams
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 | Save Line | | if you use common line descriptions,​ you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line. | | Save Line | | if you use common line descriptions,​ you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line. |
 | Send via Email | | By marking this, the invoice will automatically be sent to the client, by unmarking the email will not be sent to the client. See also [[email_options]] to set an email delay time to undo the sending of messages. | | Send via Email | | By marking this, the invoice will automatically be sent to the client, by unmarking the email will not be sent to the client. See also [[email_options]] to set an email delay time to undo the sending of messages. |
-| Save as Draft +| Save as Draft |     ​| ​    |
  
 ==== Recurrence Options ==== ==== Recurrence Options ====
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 | Every | | Terms i.e every 1 month / 6 months etc | | Every | | Terms i.e every 1 month / 6 months etc |
 | Ends | | Stipulate an ending date or leave it to run indefinitely | | Ends | | Stipulate an ending date or leave it to run indefinitely |
 +
 +<WRAP tip> You are able to add more than one line on one invoice by selecting “add new line item”.
 +Costs are able to appear in a negative value as well by inserting a “minus” before the value i.e R-050.00</​WRAP>​
 +
 +==== Edit or Remove a Recurring Invoice ====
 +
 +  - Go to the Client'​s account
 +  - Scroll down to Recurring Invoices Table
 +  - Click on the description link
 +  - In the left blue menu that appears select:
 +  * Modify Invoice: Adjust Invoice Settings
 +  * Remove Invoice
 +
  
recurring_invoice.txt · Last modified: 2014/11/07 18:37 by Jaco van Wyk