Recurring Invoicing
The settings that can be defined for the Recurring invoicing document type are described below.
- Header
- Rec. Inv.
- Notes
- Permissions
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1. Header
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ID
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The 3-character ID of the document type.
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Short Name
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The optional short name of the document type (used in overviews).
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Name
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The name of the document type as it appears in the menus.
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Record Only
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If checked, the document type will be visible in the menu and you will be able to create new documents in this document type, but it will not be available for automatic posting, nor will it be included in the warehouse card and some reports.
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Change Clerk
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(Displayed only if Change Clerk on Documents is set to Set at Document Type in Administration Panel | Settings | Company | General)
If checked, the Clerk can be changed on documents of this document type.
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Group
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Enter a group and assign it to individual documents.
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Link to LT/LX Menu
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Enables linking document types between the accounting version of PANTHEON and the LX/LT version of PANTHEON connected via hosting.
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Archive
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Document code of the selected DMS storage for saving this document type.
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Classification
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Classification assigned to this document type under the Classification Scheme.
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2. Rec. Inv.
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Allow Changing
Item
Description
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Enables changing the description of the item. This option is checked by default.
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Order intervals by
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Enables ordering intervals by:
The default value is By Number.
If the option By Number is selected, the invoices are created in the numerical order of Recurring Invoicing.
If the option By Name is selected, then the invoices are created first by the name of the Buyer, then by the consecutive number of the Periodic invoicing.
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3. Notes
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Note
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The note for this document type, for example a description on its intended use.
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Default Note
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The note that should appear in all newly created documents of this document type.
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| Texts for Document Types |
- Text: ID code from the Document Texts register.
- Text Description: short description of the text used on the document from the Document Texts register.
- Content: textual content taken from the Task Description field in the Document Texts register.
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4. Permissions
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Principals
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List of users with permissions for this document type.
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Permissions
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List of permissions assigned to users for this document type.
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Add/Remove (buttons)
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Buttons used to add or remove users from the list of users with permissions for this document type.
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Acquired from user group
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Indicates whether permissions have been inherited from a user group or a parent authorization.
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