Difference between revisions of "Recurring Invoice Entry"
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===Recurring Invoice Setup tab=== | ===Recurring Invoice Setup tab=== | ||
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| + | The following fields are available on this screen: | ||
===Line Items tab=== | ===Line Items tab=== | ||
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| + | To proceed to the Line items tab, click the Line items button on the lower right corner of the Invoice Setup tab, or click the Line Items tab. The [[Invoice Item Detail]] screen will appear. | ||
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| + | When you have finished entering the line item details, your invoice will look something like this: | ||
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| + | [[File:Recurring Invoice Entry 3.png]] | ||
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| + | If you click the Add button on the toolbar, you will see that you have the following options: | ||
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| + | [[File:Recurring Invoice Entry 4.png]] | ||
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| + | ====Add Item==== | ||
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| + | If you select Item from the Add dropdown, the [[Invoice Item Detail]] screen will launch | ||
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| + | ====Add Comment==== | ||
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| + | If you select Comment from the Add dropdown, the [[Invoice Comment Line]] screen will launch | ||
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| + | ====Add Shipping charges==== | ||
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| + | If you select Shipping Charge from the Add dropdown, the [[Invoice Item Detail for Miscellaneous Charges]] screen will launch | ||
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| + | ====Add Service charge==== | ||
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| + | ====Add Discount==== | ||
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| + | If you select Discount from the Add dropdown, the [[Invoice Item Detail for Miscellaneous Charges]] screen will launch | ||
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| + | ====Add Subtotal==== | ||
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| + | When you click the Customer Info tab, you will see the [[Customer Entry]] screen in view mode. To modify any of the customer information, click Edit. This will activate the fields for modification: | ||
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| + | [[File:Recurring Invoice Entry 5.png]] | ||
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| + | When you have finished making your modifications, click Save to retain your changes. | ||
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| + | When you have finished entering all of your details for the invoice, click Save to retain your changes. | ||
=='''Finding an Existing Recurring Invoice'''== | =='''Finding an Existing Recurring Invoice'''== | ||
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| + | To locate an existing recurring invoice, you can do one of two things. Enter the invoice number in the Invoice # field and press Enter, or click the Find button to launch the [[A/R Inquiry]] screen. | ||
| + | Once you have located the invoice, you can click Edit to modify any of the items, if desired. | ||
[[Category:Accounts Receivable]] | [[Category:Accounts Receivable]] | ||
Latest revision as of 17:12, 26 September 2012
Contents
Overview of AR14
The Recurring Invoice Entry screen allows you to set up invoices that recur on a regular basis.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Recurring Invoice Entry. You will see a screen similar to this one:
Adding a New Recurring Invoice
To add a new recurring invoice, click the New button on the toolbar. You will see this screen:
There are three tabs on this screen:
Recurring Invoice Setup tab
The following fields are available on this screen:
Line Items tab
To proceed to the Line items tab, click the Line items button on the lower right corner of the Invoice Setup tab, or click the Line Items tab. The Invoice Item Detail screen will appear.
When you have finished entering the line item details, your invoice will look something like this:
If you click the Add button on the toolbar, you will see that you have the following options:
Add Item
If you select Item from the Add dropdown, the Invoice Item Detail screen will launch
Add Comment
If you select Comment from the Add dropdown, the Invoice Comment Line screen will launch
Add Shipping charges
If you select Shipping Charge from the Add dropdown, the Invoice Item Detail for Miscellaneous Charges screen will launch
Add Service charge
Add Discount
If you select Discount from the Add dropdown, the Invoice Item Detail for Miscellaneous Charges screen will launch
Add Subtotal
Customer Info tab
When you click the Customer Info tab, you will see the Customer Entry screen in view mode. To modify any of the customer information, click Edit. This will activate the fields for modification:
When you have finished making your modifications, click Save to retain your changes.
When you have finished entering all of your details for the invoice, click Save to retain your changes.
Finding an Existing Recurring Invoice
To locate an existing recurring invoice, you can do one of two things. Enter the invoice number in the Invoice # field and press Enter, or click the Find button to launch the A/R Inquiry screen.
Once you have located the invoice, you can click Edit to modify any of the items, if desired.
