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Recurring Invoicing

The settings that can be defined for the Recurring invoicing document type are described below.

  1. Header
  2. Rec. Inv.
  3. Notes
  4. Permissions

1. Header

ID

The 3-character ID of the document type.

Short Name

The optional short name of the document type (used in overviews).

Name

The name of the document type as it appears in the menus.

Record Only

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.

Change Clerk

(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.

Group

Enter a group and assign it to individual documents.

Link to LT/LX Menu

Enables linking document types between the accounting version of PANTHEON and the LX/LT version of PANTHEON connected via hosting.

Archive

Document code of the selected DMS storage for saving this document type.

Classification

Classification assigned to this document type under the Classification Scheme.

2. Rec. Inv.

Allow Changing

Item

Description

Enables changing the description of the item. This option is checked by default.

Order intervals by

Enables ordering intervals by:

  • Number
  • Subject

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.

3. Notes

Note

The note for this document type, for example a description on its intended use.

Default Note

The note that should appear in all newly created documents of this document type.
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.

4. Permissions

Principals

List of users with permissions for this document type.

Permissions

List of permissions assigned to users for this document type.

Add/Remove (buttons)

Buttons used to add or remove users from the list of users with permissions for this document type.

Acquired from user group

Indicates whether permissions have been inherited from a user group or a parent authorization.

 


 

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