1.Create document/ invoice
The following setting works the same for all document categories. First enter a normal invoice with positions. Then click on the repeat button at the bottom left.
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Automatic bookings, subscriptions and recurrences
Tutorial: how to configure subscriptions, monthly invoices and recurring bookings?
Content
- Create document/ invoice
- Set up recurrence
- Edit repeating order documents
- Repeating bookings
- Create repetitive bookings for the whole year
- Multiple invoices created with one click
2. Set up recurrence
In the Recurrence dialog then make the desired settings. The document should be created 5 days before the due date. Once the document is created, CashCtrl sends an email to the user Maria Muster.
The email will contain a note that new repeating documents have been created. Only one email per day is sent, which summarizes all repeating documents / invoices. So users always know when new invoices are ready.
Then with Apply and Save & Open the document can be continued and finished. If something should be modified in the repetition, this can be done via the editing dialog of the document or in the order overview.
3. Edit repeating order documents
In the order overview under More Recurrences all active recurrences can be viewed. Double-clicking on an entry opens the same dialog as from the invoice or booking dialog.
4. Repeating bookings
The configuration of the Recurrences of single bookings is identical to the Recurrences of invoices or of documents.
5. Create repetitive bookings for the whole year
The Recurrences function can also be used to create a large number of recurrences with one click. If the first execution date is in the past, after saving all (in the example monthly) bookings will be created up to the current date.
6. Multiple invoices created with one click
This looks then in the overview as follows. A document has been created for each month.
Thus, regular bookings and recurring invoices for subscriptions, etc. can also be created directly and without much effort in a past period. The same applies to other documents.
7. Change amounts for future invoices
First, an end date must be set for the current recurring invoice so that no new invoices with the old amount are generated in the future.
Then the original invoice can be copied, the amount adjusted and the new recurrence set up.
