Embedded Files
The Update Recurring Schedule function allows you to use an existing recurring schedule and run it based on the defined timeline (e.g., every 1st day of the month).
Generate invoices using the recurring schedule
Click on the recurring schedule reference that is due for generation.
Check and review the recurring schedule details.
Update the description according to the billing period that will be generated.
If the items tab has no records, add the customer manually or in bulk. Otherwise, follow the instructions for records needing updating or reuploading.
Make sure there are no zero entries. Otherwise, remove rows with a zero amount.
Run the schedule according to the set frequency.
Tap the "Generate and Release Sales Invoice" button.
Once invoices have been generated, details on the items table are removed and transferred to the invoices table.
Review the generated invoices.
Google Sites
Report abuse