Monthly invoices

[Andy-UK]

We have regular invoices that need to be created every month and I believe this can be set up so all we need to do is "print and post" rather than re-create them each month

How is this done?

[Geoff T]

depends on the system you're using IMO....

[Andy-UK]

That was very silly of me!!!

TAS Books 3 version 7

[David Richards]

We have regular invoices that need to be created every month and I believe this can be set up so all we need to do is "print and post" rather than re-create them each month

How is this done?You can set up a recurring sales order; either on a regular patten (e.g.weekly, monthly etc) or on a custom schedule. This is done through the Recurring Transaction Manager by selecting File > Managers > Recurring Transaction Manager, which lets you create many types of recurring transactions. Or you can go to Sales Orders > Sales Orders > Recurring Sales Orders (option 614).

If it's just a one-off repetition of a previous sales order, then you can copy it by selecting Sales Orders > Utilities > Copy Sales Orders (option 681).