A recurring invoice should be made when you are charging the customer continually for the same thing. A real instance of this is a once a month upkeep contract.
Making a recurring invoice allows you to duplicate the same invoice on the same date every month. Sage also reminds you that they have to be processed making certain you do not forget.
To make a recurring invoice you will need to open your company info in Sage Line 50. You then have got to go to the customer section by clicking customer in the bottom left corner. You then click modules at the top of the page. From the drop down menu select invoicing. This then brings you to a listing of all previously created invoices.
To make a recurring invoice first you've got to have an invoice already made. To make a new invoice select the button at the very top that says new/edit. You can then create your invoice. The A/C box selects which customer the invoice is for. You may then input the invoice info. Recalling you are intending to make the invoice recur each month so the details need to be simple. If you put a date on your details the same date on this invoice will recur each time.
Once you have finished your invoice you want to set it to become recurring you do it by clicking memorise at the bottom of your invoice. You are then asked to put in a reference and an outline. It's good to put the reference as the customer it is for and the date which you are setting it to recur on. The outline should be the outline of what the invoice is for, as an example monthly upkeep.
You have now set up a recurring invoice, you need to go back to the invoice list and click the recurring button at the top area of the screen. This may show you all the recurring invoices you have set up. To select the date you wish for the invoice to be processed on you need to select the invoice and click frequency. You may then input a start date the date in which you wish the invoice to be first processed and how often you want the invoice to recur.
When you log on to sage on the date that the recurring invoice is set it will remind you to process these invoices. You can change the small print of the invoice every time it is processed to add in dates for example.
Making a recurring invoice allows you to duplicate the same invoice on the same date every month. Sage also reminds you that they have to be processed making certain you do not forget.
To make a recurring invoice you will need to open your company info in Sage Line 50. You then have got to go to the customer section by clicking customer in the bottom left corner. You then click modules at the top of the page. From the drop down menu select invoicing. This then brings you to a listing of all previously created invoices.
To make a recurring invoice first you've got to have an invoice already made. To make a new invoice select the button at the very top that says new/edit. You can then create your invoice. The A/C box selects which customer the invoice is for. You may then input the invoice info. Recalling you are intending to make the invoice recur each month so the details need to be simple. If you put a date on your details the same date on this invoice will recur each time.
Once you have finished your invoice you want to set it to become recurring you do it by clicking memorise at the bottom of your invoice. You are then asked to put in a reference and an outline. It's good to put the reference as the customer it is for and the date which you are setting it to recur on. The outline should be the outline of what the invoice is for, as an example monthly upkeep.
You have now set up a recurring invoice, you need to go back to the invoice list and click the recurring button at the top area of the screen. This may show you all the recurring invoices you have set up. To select the date you wish for the invoice to be processed on you need to select the invoice and click frequency. You may then input a start date the date in which you wish the invoice to be first processed and how often you want the invoice to recur.
When you log on to sage on the date that the recurring invoice is set it will remind you to process these invoices. You can change the small print of the invoice every time it is processed to add in dates for example.
About the Author:
Lois Park has just joined the team at Prosyn and is assisting with internal small business IT Support setups. This Sage Line 50 task was one of her first projects. At Prosyn we concentrate on our internal systems as much as we do when providing Business IT Support to our clients.
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