Sage Pastel • Creating Recurring Customer Invoices

Sage Pastel • Creating Recurring Customer Invoices

Sage Pastel Creating Recurring Customer Invoices

Sage Pastel Creating Recurring Customer Invoices

Recurring Invoices are created when regular billing to the same customers happens frequently.

Examples of this is telephone accounts.

These Invoices will be saved in a batch and displayed per user, this allows each user to copy these Invoices to a Normal Invoice batch that can be updated.

Recurring Invoices do not reserve inventory quantities, quantities will only be affected when you copy over to a Normal Invoice batch.
Each Invoice that is created from the Recurring batch will receive their own unique Invoice Number.

Selling prices don’t get updated on Recurring Invoices, this can result in Invoices being created with incorrect amounts. There are 2 automatic price setting features that can assist in this regard:

• Don’t enter selling prices on the Recurring Invoices. When you copy the Recurring Invoice to the Normal Invoice batch, it will add the current selling price for the customer on all zero Invoices.

This could be a customer price, a discount matrix price, or a standard price list price, whichever is applicable.

• When you copy Recurring Invoices to the Normal Invoice batch, you can choose to override any existing prices in the Recurring batch, this will use the current prices

• If you have Invoices that recur for periods rather than monthly. You need to set the year field to 1980.

The system will only copy Invoices if the month on the Recurring Invoice is the same as the month in which you are copying.

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