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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 | ||
+ | |||