Draft:Video Presentation (Dolibarr features) - Invoices and Payments: Difference between revisions

Draft:Video Presentation (Dolibarr features) - Invoices and Payments (view source)

445 bytes removed , 6 years ago

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Updated for summarising recurring invoices

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 |Show entering a refund.
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-|Invoices in the "Draft" status can be converted into a template invoice, which is a way for issuing recurring invoices. Provide a title for the invoice. Enter any public or private notes. Choose a project if required. Choose the frequency of recurrence in days, months or years. Choose the date for generating the first invoice, and enter the maximum number of invoices that are to be automatically generated. Based on these parameters, the system will automatically generate recurring invoices. Finally, choose whether the recurring invoices will be in the draft status or automatically in the validated status. If you choose draft status, you will need to issue the invoices manually by validating them after they are generated.
+|Invoices in the "Draft" status can be converted into a template invoice, which is a way for issuing recurring invoices. For more information on how to issue a Recurring Invoice, refer to the video on Recurring Invoices.
-|Show the creation of recurring invoices as per the voice over.
+|Show the button and click it to show the invoice creation screen. Show a recurring invoice being created in fast forward motion.
 |-
 |You can view the list of invoices with the relevant payment status in the list view. You can also view the list based on invoice status such as Draft, Not Paid, Paid and Abandoned.