Create

Create

Create

Panel for creating is meant for the entering of basic data about periodic invoicing and is divided into two parts: in left part enter the basic parameters, in right part of the panel the program according to the executed invoicing displays documents it managed to create. 

1.Toolbar

For period from:	enter the starting date of the period, for which you are creating the invoices. If this is for example about the invoicing of monthly subscription fee, which is being invoiced last day in month (in upper case January), enter the last day of this month (in our case 31.1.01).
Delivery date	enter the date, which is being used as the date of delivery in the issued invoice
Invoice date	enter the date, which is being used as the datum of the issue of the invoice in the issued invoice
VAT date	enter the date, which is being used as the datum of VAT in the issued invoice
3rd Party	automatic creation of invoices can be limited to an individual business subject, that you have used in the subjects settings
Buyer\Supplier	automatic creation of invoices can be limited to an individual business subject, that you have used in the subjects settings
Subject type	you may enter the code of the subject type , that has been used in the subject settings and thus limit the creating of the issued invoices on the individual type of subject
Document type	you may enter the code of the document type for issue , that has been used in the subject settings and thus limit the creating of the issued invoices on the individual type of document
Contract	you may enter the contract number and thus limit the creating of the issued invoices
Contract date	you may enter the contract date and thus limit the creating of the issued invoices
Order	you may enter the order number and thus limit the creating of the issued invoices
Fill last document date	choose, which date should be used as the date of the last document in the panel for the subject settings (see Subject settings): Date on periodic - last date according to chosen periodic Delivery date - date of packing slip from the upper field Invoice date - date of the invoice from the upper field
Merge documents by subjects	check the box if you wish for the program to merge the created documents by subjects. In this case, the program merges the documents according to the partner, and the type of document, in which the periodic invoicing is being created. This way instead of multiple documents for a single partner, the program creates only one document of the document type.
	before you trigger the creating of the issued invoices, you can enter the data about the invoices, that comply with the previously entered criteria:

When the previously specified criteria for invoice creation has been entered, click the button Create. The program first demands the confirmation (see Do you really want to create documents) and then shows which documents it has created. The following is displayed: the number of the created document, the number of contract about periodical invoicing, the name of the customer and the name of the receiver:

Date of creating document is also recorded in the chapter "Date of the last document" of the open contract for periodical invoicing in the Set subjects panel.