Recurring Invoice

 A recurring invoice is an automatically generated invoice for repeat transactions at regular intervals. This feature helps manage subscriptions, memberships, or any ongoing sales by automating the billing process. To create a recurring invoice just go to sales and click on recurring invoice. After clicking you can see the recurring invoice with details such as:

• Invoice No: You can see the invoice number.

• Total Invoices: The total number of invoices generated within a selected period.

• Start Date: The beginning date from which you want to track invoices.

• End Date: The final date up to which you want to track invoices.

• Frequently Generate After: The interval after which a recurring invoice will be generated (e.g., daily, weekly, monthly, or yearly).

• Is Running: Indicates whether the recurring invoice is currently active or not.

• Actions: Perform various operations such as edit & details.

Add New Sale: To add a new recurring sale just click on the add new sale button. After that just follow the below steps:

• Warehouse: First, select the warehouse from which you want to pick the product for sale.

• Sales Person: Select the salesperson who sold the product.

• Route: Select the sales route for the transaction.

• Customer: Select the customer to whom the product has been sold.

• Email: Note down the email address of the customer.

• Mobile: Write down the customer phone number.

• Billing Address: Note down the address of the customer who paid the bill of the product.

• Shipping Address: Note down the address where you have to deliver the product.

• Frequently Generate After: Specifies the time interval at which a recurring invoice will be automatically generated.

• Start Date: The date when the recurring invoice begins.

• End Date: The date when the recurring invoice cycle will stop.

• Date: Set the date on which the product was sold.

• Invoice No: Enter the Invoice Number for the sale transaction.

• Reference No: Enter the Reference Number for the sale transaction.

• Pay Term: Select the Payment Term.

• Type: Select the sales type.

• Payment Method: Select the Payment Method used by the customer to pay for the product (e.g., cash, credit card, bank transfer, or online payment).

• Amount: Record the payment amount received for selling the product.

• Delivery Person: Select the person who will deliver the product.

• Deliver Date: Select the date when the product will be delivered.

• Product Name: Select the product which you want to sell.

• Quantity: Set the quantity of the product you want to sell.

• Rate: Set the rate of each single product.

• Amount: Set the total amount you will receive after selling the product.

• Shipping Charge: You can set the shipping charge amount.

• Discount: If there is any discount on the product, record it here.

• Adjustment: If there is an additional payment, record it here.

• Save: If you click on the save button your sale will be recorded successfully.

• Save and Close: If you click on this button your sale will be recorded and the sale page will be closed.

• Save and New: If you click on this button your sale will be saved and a new sale page will appear so that you can make a new sale.

• Save and Email: If you click on this button your sale will be saved and email will be sent to the customer.

• Is Recurring: If the invoice will recurring or not.

Add Note: If you want you can add any note.

Add Attachment: If you want you can add any kind of attachments.

Search: If you want you can find out any specific recurring invoice from the list by using the search functionality.

Export Date: You can export the data table from here.

Actions: By clicking the select button you can perform multiple actions. Such as:

• Edit: If you have made any mistake while creating the sale you can edit from here .

• Details: You can see the details about the sale from here.