|
By creating a recurring invoice you can automatically raise a
new copy of the invoice at a given frequency, e.g. once a month,
once a quarter and so on.
Any invoice in SliQ can be turned into a recurring invoice. SliQ
will then regularly
check to see if recurring invoices should be raised.
To make an invoice automatically recur, do the following:
Make sure the Invoices & Payments tab is selected.
Select the invoice you want to make recurring.
Check the Recurring
checkbox in the toolbar.
Note that the Type
column then shows Invoice
(Recurring).
Then set the required frequency for raising new copies of the
invoice on the Recurring Details
tab that appears at the bottom of SliQ.
When an invoice is marked as Recurring, SliQ will continue to
raise copies of the invoice until the Stop Condition (on the
Recurring Details tab) is met, the Recurring box is unchecked for
the original recurring invoice or the original recurring invoice is
deleted.
The Recurring Details tab lets you set the
following values.
|
Field
|
Description
|
|
Frequency
|
This is the frequency at which fresh copies of the invoice will
be raised.
You can choose:-
|
|
Next Invoice Date
|
This field indicates the next date SliQ will raise a new copy of
the invoice.
SliQ automatically updates the Next Invoice Date whenever a new
invoice is raised. However, you can change the date manually at any
time.
|
|
Number Raised So Far
|
This field indicates the number of copies of the invoice that
have been raised.
SliQ automatically updates the Number Raised So Far value
automatically. However you can change the value manually at any
time, e.g. if you decide to delete or void an invoice that has already been
raised.
|
|
Stop
Condition
|
Use these options to control when SliQ stops raising copies of
the recurring invoice.
| 1.
|
Don't Stop - SliQ will
keep on raising invoices at the specified frequency. |
| 2.
|
Stop After ... - SliQ
will stop raising invoices when the specified number of copies have
been raised. |
Note: For the Stop After
option, the count of copies raised will include the original
recurring invoice.
|
See Also
|
·
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Checking if
Recurring Invoices are due to be raised |
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