Repeating invoices - Calendar

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In addition to the Repeating invoices facility where you may select Invoices from the Invoice history which occur frequently, or on a regular basis (e.g. every month) and to set them as repeating invoices, you may also schedule repeating invoices as an event on the Calendar.

You may select to generate Invoices for selected Invoices from the Invoice History List to one or many Customer accounts.

Once selected Invoices are generated, TurboCASH will generate Invoice numbers and the transactions will be copied into the normal Invoice document for the selected customer.

To check and /or edit these Invoices you need to access the Invoices.

Finally, you need to update (post) the Invoices for the selected customers to the ledger. This feature saves you the extra work of entering these Invoices each month.

Schedule Repeating invoice events

To schedule a Repeating Invoice Event:

1.On the Action ribbon, select Calendar.  The Planner (Display - Agenda - the default screen) will be displayed.

2.Select a suitable time and right-click on the Day View. On the context menu, select the Add Event option. The Untitled - Event screen is displayed:

3.Enter and select the following:

a)Subject - Enter the subject for the repeating invoices event. This subject needs to be a sensible one to allow you to easily identify and manage the scheduled event on the Calendar.

b)Category - Select the category as Repeating invoices. This will be indicated with red in the Calendar. (Other options are Appointments, Customers Appointments or Vendors Appointments).

c)Start time ... End time - The selected time when the Add Event option was launched, will be displayed. You may set or adjust the Start time, if necessary.

You may need to:

If it will take longer than the default 30 minutes (from the Starting time), you may adjust the end time.

If you wish to mark this event as an all day event, select the All Day Event option. You will then not be able to set the start and the end date.

d)Recurrence - This is the frequency and times you may schedule the repeating invoices. For example, if you need to process the Invoices on a monthly basis, you may select the monthly by Day or the Monthly by Date options.

Select the appointment recurrence (i.e. None (default), Daily, Weekly, Monthly by Day, Monthly by Date, Yearly by Day, Yearly by Date or Custom). If Custom is selected, you may set the interval in the number of days.

Interval (days) - If Custom is selected you may set the interval in the number of days, for example 30 days if you need to process the repeating invoices every 30 days.

Repeat until - If the Recurrence is set to any other value than None, the Repeat until date will be displayed for one calendar year, e.g. 09/05/2015 if the start date is 10/05/2016.

e)Reminder - Select the Reminder option, if you need to be reminded of the event or appointment. This will remind you of a scheduled event or task well in advance (from any number of minutes, hours and even days). This will also remind you until the Event or appointment is deleted.

f)Notes / Information - Enter any notes or additional information about the appointment. This will also be displayed when you edit the event, or when the Reminder is displayed.

4.Click on the OK button.

Copy scheduled Repeating invoice

To copy scheduled Repeating invoices:

1.You may also open the event - Repeating invoices using the following two options:

a)Click on the Open item button of the Reminder screen to edit the event - Repeating invoices.

b)Right-click on the event - Repeating invoices on the Calendar. Select the Add Event option. This will launch the Repeating invoices  - Event screen.

2.On the Event tab you may edit any of the fields you need to edit. You may also add any additional information or edit any notes or information already added when the event or appointment was created or previously edited.

3.Click on the Repeating invoice tab. The following Process list screen is displayed:

4.The first time the Process list screen is displayed, no Invoices will be listed. Click on the New button to copy or set the Invoices as recurring invoices. The following screen is displayed:

5.Enter and select the following:

a)Type - Select one of the following:

i)Copy Invoice (default option) - to copy a selected Customer account.

ii)Copy Invoice to group 1 - this will copy a selected document (Invoice or Estimate) to all Customer accounts linked to a specific customer group on the Accounting information tabs of the selected Customer accounts.

This option is only available if you have created Customer groups 1 in Setup Groups (Customers).

b)Customer - Select one of the following:

i)If the Copy Invoice has been selected, select the Customer account for which you need to set or copy a selected Invoice as a Repeating Invoice.

ii)If the Copy Invoice to group 1 has been selected, you need to select an available customer group from the drop-down list.

c)Documents - Select a specific document (Invoice or Estimate) from the drop-down list. This Invoice will be set or copied to a selected Customer account, or to all Customer accounts within the selected Customer group 1.

6.Select the date on which these repeating invoices are to be processed / generated, if necessary.

7.Enter a message which you would like to be displayed on the repeating Invoice, or all repeating invoices for the selected Customer group 1.

8.Click on the OK button. All Repeating invoices will be listed on the Process list.

Edit scheduled Repeating invoices

Once a document (Invoice or Estimate) has been copied or added to the Process list, you may edit the Process List, if necessary. The process list will display a list of the copied documents. The following information for each document will be displayed on each row:

Account number - Account number or account code of the Customer account.

Description - Account description or name of the Customer account.

Customer group 1 - The customer group 1 if the selected Customer account have been linked to a Customer group 1 and the Copy Invoice to group 1 option was selected will be displayed.

Document number - The selected document number from which the repeating Invoice will be copied to create / generate a new Invoice.

Reference - The reference, if entered on the Document entry screen for the document.

The following options are available:

oEdit button - click to edit the selected Repeating Invoice's selection (Type, Customer / Customer group 1 or Documents).

oDelete button - click to remove the selected Repeating invoice from the Process list.

Process scheduled Repeating invoices

Once a document (Invoice or Estimate) has been copied or added to the Process list, you may process or create the Repeating documents. Before you do this, you need to check that the date is correct and enter or edit the message, if necessary.

To Process Scheduled Repeating invoices:

When you are ready you may click on one of the following buttons:

1.Process selected - click to process or create a document for selected Customer accounts, or all Customer accounts linked to the selected customer group 1, from the selected document on the process list.

2.Process All - click to process or create documents for selected Customer accounts or all Customer accounts linked to the selected customer group 1 from the selected document on the process list. Once the process is finished, a confirmation message “Document(s) created!” will be displayed.

3.Click on the OK button to close or exit the Repeating invoices Process list screen, or Repeating invoices - Event screen.

Edit / Process copied / created invoices

When the Invoices are created with this feature, TurboCASH will automatically generate document numbers for each Invoice. The created / generated Invoices will be listed on the Document list screen for Invoices.

To do this, go to Invoices. You need to select the Customer account and the Invoice number to check, edit (if necessary) and print the Invoices.

Finally you need to update (post) the Invoices to the ledger. This will update the transactions to the general ledger, customers ledger, and the inventory ledger. You may select the Invoice and edit the Invoices before posting or updating it to the ledger.

Should you by accident have generated a Repeating invoice incorrectly to a Customer account, you need to delete the Invoice.

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