How to Create Recurring. #
Step1 : In Main Menu, Click on the “Invoice“.
Step2 : Select Customer Name in Debtor field.
Step3 : Press the “Add” logo to add. Then fill in all the information.
Step4 : Click “Save as recurrence” instead of click save.
Step5 : In a new screen, please fill in the recurrence name and document no. format.
Step6 : Click on the ‘Account list ‘ in Debtor Account.
Step 7 : Select all the debtor you want and click “OK”.
Step 8 : Fill in the recurrence pattern and click “Generate Next Recurrence Date“.
Step 9 : Tick the Automatic Create over top right. (If you did not see any result yet.)
Step 10: Once it done, Click “Save and Execute“.
Step 11: Done !
How to manage Recurring #
Step1 : In Main Menu, right click on the “Invoice“. It will show a list of result.
Step2 : Go to tab Others > Manage Recurrence.
Step3 : Then you will see all the recurrence transactions.
Step4 : Select any record of the screen that you want to edit and Click the “Edit” button.
Step5 : In a new screen, Click on the ‘Account list ‘ in Debtor Account.
Step6 : Select all the debtor you want and click “OK”.
Step 7 : The system will inform you to regenerate. So you may need to click “OK”.
Step 8 : Click the “Generate Next Recurrence Date“.
Step 9 : Tick the Automatic Create over top right. (If you did not see any result yet.)
Step 10: Once it done, please Click “Save and Execute“.
Step 11: Done !
Tutorial Video: #
Credit By : WebStation
