ARCHIVED:How do I create and use a recurring receivable / sales invoice?

Step 1 - Save the recurring transaction

1. From the Home window, select Sales Invoice.
2. From the drop-down menu, select the Customer.
3. Enter the remaining information for the customer invoice and select Store as recurring transaction (or CTRL-T).
4. Type a Name for the recurring transaction.
5. Select from the drop-down menu a Frequency.
6. Click OK.

Step 2 - Recall the transaction

Method 1:

1. From the Home window, select Sales Invoice.
2. Select Recall recurring transaction (or CTRL-R).
3. Select the transaction to recall in the "Recall Recurring Transaction" window.
4. Click Select.
5. Enter the rest of the information related to that invoice.
6. Click Process (or Post).

Method 2:

1. From the Home window, click Business Assistant from the menu bar.
2. Select Daily Business Manager.
3. Click the Recurring tab.
4. Put a check mark by the recurring transaction under the Post column.
5. Click Process.