AutoCount Accounting – Recurring Module

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: #