Select the Invoices to Repeat. You have 2 basic options to
select and copy the Invoices to the Invoices to Repeat field.
If you have selected and transferred an invoice to the Invoices
to Repeat List, you may select the invoice to activate the Remove button and
click on the button. The invoice will be removed from the Invoices to Repeat field.
- Select and highlight 1 invoice and click on the button to transfer only the selected invoice to the Invoices to
- Select the invoices to repeat and mark them as Repeating and click on the
button to transfer all the selected marked invoices to the Invoices
to Repeat field.
Select the invoice from the list of Invoices in the Invoices
to Repeat field and click on the button. (Note the Options button will only be activated, once an
Invoice is selected on the Invoices to Repeat (right hand side of the screen).
The Invoice history screen will change as follows:
Select one or a range of Debtor Accounts from the list of
available debtor accounts for which you wish to copy the repeating invoice.
Enter the date or select the date (using the date picker) on which you wish to
generate the repeating entries. This date will be displayed as the Invoice date
on the Invoices and it will also be the transaction date when the invoice(s) is
updated or posted to the ledger.
You may select to set the New invoice as repeating to add this
new invoice to the Invoices to Repeat list. If selected, you may use the
selected invoice to generate the new invoices in the future.
You may also replace any existing messages (which are
currently displayed as the standard invoice message as entered on the Setup - System Parameters - Documents - Invoices menu
option) with a message which you may enter in
the Replace Message By field. (There are 3 lines to enter a message. If you
enter the message, you should not exceed the viewable area of each line. If too
many characters are entered in a line, the characters exceeding the line will
not be displayed on the document header screen and on the printed invoice.
You may also enter a standard comment line, if you wish to add
a comment or a remark to the transactions on the Document Details screen. This
comment will be displayed on new invoices.
Click on the button to close
the Options screen. The screen will display the list of Invoices.
Click on the button to generate repeating Invoices for the selected Debtor
Accounts. TurboCASH will generate the next Invoice number. The generated
Invoices will be added to the Invoice History list and displayed in a different
colour (red) in the Invoice History list.
Should you by accident have generated a repeating invoice
incorrectly to a debtor account, you need to delete the invoice in the Edit -
Delete - Documents menu option.
The generated repeating invoices can be selected when you click
on the Speed button (Input - Documents - Invoices
- Enter menu option). You need to select the debtor account and the invoice
number to check, edit (if necessary) and print the invoices. Finally you need
to post or update the invoices to the ledger to update the transactions to the general ledger, debtors ledger, and
the stock ledger.