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Module Customers Invoices: Difference between revisions
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→Use case examples
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= Use case examples = | = Use case examples = | ||
{{ExamplesCaseEn | |||
|name=UCRIN01: Creating a predefined invoice | |||
|situation=I want to create a predefined invoice | |||
|actions=It is not possible to create a recurring invoice itself. This is a normal invoice that is subsequently reused. I create a standard invoice, I convert it into predefined invoice. | |||
}} | |||
''' | {{ExamplesCaseEn | ||
|name=UCRIN02: Transformation of an invoice into a recurring invoice''' | |||
|situation=Transformation of an invoice into a recurring invoice''' | |||
|actions=I open an existing invoice. I click on the "Edit recurring. I enter a title (eg "Last Updated quarterly") and possibly a note, which might be an explanation of the reason for the repetition of this bill. My bill is now a recurring invoice. This will be visible only if I request the display of recurring bills or I create a new invoice. | |||
}} | |||
{{ExamplesCaseEn | |||
|name=UCRIN03: Using a predefined bill to create a new invoice | |||
|situation=Using a predefined bill to create a new invoice | |||
|actions=I create a new invoice ( "Create invoice"), and I'm using the selection box at bottom of page to select the Recurring Billing I want to use as a template (template).My new invoice is pre-filled, the modifications are minor. | |||
I create a new invoice ( "Create invoice"), and I'm using the selection box at bottom of page to select the Recurring Billing I want to use as a template (template).My new invoice is pre-filled, the modifications are minor. | }} | ||