Periodic invoicing allows you to automatically generate pre-set invoices at regular intervals.
This feature may be useful in cases where you are contracted to provide ongoing services that are invoiced at set periods. This might include Security and Fire Safety industries which provide constant monitoring of premises.
This two-part process involves:
Create a periodic invoice template
The timing for invoice creation is based on the invoice date and the frequency set in the Periodic Invoice Template.
The Periodic Invoice Template will contain Information such as:
To create a Periodic Invoice Template:
Manage periodic invoice templates
To view all current Periodic Invoice Templates, go to Service Track > Invoicing and click Periodic Invoices.
To modify a Periodic Invoice Template, select the Invoice Date to open the template, make the required changes and Save.
Periodic invoices can also be viewed from the client list or a client card via the View button.
Generate a periodic invoice
Once a template has been created, invoices are generated on the next date listed in the Invoice Date column.
Once generated, the invoice can be found in
Auto email on generation
This feature is used to automatically email invoices to the Client upon generation. You can choose to email invoices individually or email a group of invoices for the same client that also have the 'Group by Client' setting.
Archive a periodic invoice template
Open the periodic invoice template and click Archive. This will stop the automatic generation of any future invoices using this template.
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