Moha at 14:48, 9 June 2011

2011-06-09T14:48:37Z

Moha: Created page with "The recurring invoice rules are setup. SME will generate the invoices based on the rules set. You must select an SME user that will be prompted to generate the invoices. If there..."

2011-06-09T14:47:07Z

Created page with "The recurring invoice rules are setup. SME will generate the invoices based on the rules set. You must select an SME user that will be prompted to generate the invoices. If there..."

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The recurring invoice rules are setup. SME will generate the invoices based on the rules set. You must select an SME user that will be prompted to generate the invoices. If there are invoices due to be processed, when the user opens SME in the morning they will receive a message that there are invoices ready to be generated. Click Yes and SME will generate the invoices.

'''Set User Preference'''

For the SME user responsible for processing the recurring invoices, follow these steps:

# Click '''Preferences'''.
# Select the '''On Startup''' tab.
# Check '''Generate Recurring Invoices''' and enter the days in advance of the "next invoice date" you want to be notified to generate the invoice. The day you generate the invoice will be the "invoice date" on the invoice.

[[File:OnStartup_RecurringInvoice.jpg]]

 4. Click '''OK'''

'''Generate the Recurring Invoice On Startup'''

Now that the user preferences are setup, that user will be notified when invoices are ready to be generated for the recurring invoices.

[[File:GenerateRecurringInvoice.jpg]]

SME will use the Next Invoice Date on the recurring invoice and the Days in Advances set in preferences to determine which invoices need to be generated.

'''View Invoices Generated by Recurring Invoice'''

To view the invoices generated:

 1. Go to Receivables module > Invoicing.

 2. Click Search > Search Open Invoices.

 3. In the Search window you will see all open invoices. Sort by Invoice Date to find the invoices you generated. Double click on one to open the invoice.

'''View Summary of Next Invoice Date and Last Processed Date'''

You can setup a Search View in Receivables > Recurring that gives you a high level view of recurring invoices based on next invoice date and last generated date.

[[File:RecurringSearchview.jpg]]

If this is helpful for you, follow these steps:

 1. Go to '''Receivables''' module > '''Recurring'''.

 2. Click '''Search''' > '''Search Open Recurring'''.

 3. Click '''Views''' > '''New View'''.

 4. Check the following field names:'''CustName, BillName, EndDate, NextInvoiceDate''' (may have to scroll to the right to see this option), '''LastGenerated, Frequency'''.

[[File:GridColumns.jpg]]

 5. Click '''OK'''.

 6. Click '''Views''' > '''Save View'''.

 7. Enter a name and click '''OK'''.

To use this search view, click '''Search''' > '''Search View''' > Select your new view.

[[File:SearchView_NextInvoiceDate.jpg]]

@@ Line 6: / Line 6: @@
 For the SME user responsible for processing the recurring invoices, follow these steps:
-#       Click '''Preferences'''.
+<br>1.       Click '''Preferences'''.
-#       Select the '''On Startup''' tab.
-#       Check '''Generate Recurring Invoices''' and enter the days in advance of the "next invoice date" you want to be notified to generate the invoice. The day you generate the invoice will be the "invoice date" on the invoice.
+<br>2.       Select the '''On Startup''' tab.

Processing Recurring Invoice for Contract - Revision history

Moha at 14:48, 9 June 2011

Moha: Created page with "The recurring invoice rules are setup. SME will generate the invoices based on the rules set. You must select an SME user that will be prompted to generate the invoices. If there..."