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Draft:Video Presentation (Dolibarr features) - Recurring invoices: Difference between revisions
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Draft:Video Presentation (Dolibarr features) - Recurring invoices (view source)
Revision as of 04:11, 23 July 2020
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|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
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|Provide a title for the invoice. Enter any public or private notes. The Payment terms and Payment type and Bank account are pre-filled from the main invoice. If the module "Project" is enabled, you will be able to choose a project. | |Provide a title for the invoice. Enter any public or private notes. The Payment terms and Payment type and Bank account are pre-filled from the main invoice. If the module "Project" is enabled, you will be able to choose a project. | ||
|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
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|The " | |The "Recurrence" section has the key parameters for defining the recurring invoice. Enter the frequency of recurrence and choose the unit - either days, months or years. The frequency of recurrence defines the time period between invoices. 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 by the system. If you choose "validated status", the recurring invoices will be automatically issued without waiting for your validation. | ||
|Perform the actions as in the voice over. | |Perform the actions as in the voice over. | ||
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|If you want to stop generating additional invoices from the recurring invoice, click on the "Disable" button. You can also "Enable" a disabled recurring invoice. | |If you want to stop generating additional invoices from the recurring invoice, click on the "Disable" button. You can also "Enable" a disabled recurring invoice. | ||
|Demo the | |Demo the Disable and Enable buttons. | ||
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|If you want to manually issue invoices from a recurring invoice, use the "Create Invoice" button. Note that this is available only when the "Date for next invoice generation" is reached, and the button is disabled otherwise. Note that this step is also not required, because the system will automatically generate invoices from a recurring invoice. | |If you want to manually issue invoices from a recurring invoice, use the "Create Invoice" button. Note that this is available only when the "Date for next invoice generation" is reached, and the button is disabled otherwise. Note that this step is also not required, because the system will automatically generate invoices from a recurring invoice. | ||