Create
Create
Panel Create in Recurrent Invoicing is meant for the entering of basic data about periodic invoicing.
In the left part, we enter the basic parameters; in the right part, the program displays the documents created based on the executed invoicing.
Panel where the basic document data for periodic invoicing is entered.
| For period from: |
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 |
The date, which is being used as the date of delivery in the issued invoice |
| Invoice date |
The date, which is being used as the datum of the issue of the invoice in the issued invoice |
| VAT date |
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 |
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 |
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 |
The contract number and thus limit the creating of the issued invoices |
| Contract date |
The contract date and thus limit the creating of the issued invoices |
| Order |
The order number and thus limit the creating of the issued invoices |
Panel to choose, which date should be used as the date of the last document in the panel for the subject settings (see Subject settings) and option to merge documents by subjects.
| 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. |
Action buttons for creating report and to create periodic invoicing document.
| Report |
Before you trigger the creating of the issued invoices, you can enter the data about the invoices, that comply with the previously entered criteria: |
| Create |
Button to create periodic invoicing document.
The program first demands the confirmation (see Do you really want to create documents).
After creation, the tab Created documents shows which documents has been created.
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