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QUICK TIP - Periodic / Recurring Invoices

Posted by William on 21/07/2015

Don’t you wish that you could easily generate those invoices in one big batch and save hours of time?

Sometimes you have a client/clients that you will end up billing the exact same amount month in and month out. With Abtrac’s Periodic / Recurring invoices you can do this.

This has been a feature in Abtrac for years but here is a quick guide on how it works.

 

abtraconline
  • Hover over the “Invoices” item in the menu and select “Recurring Invoices”

RecurringInvoices_MenuSelection

 

  • First if you don’t have any batch created then click on “Maintain Batches (1)” and add a batch (2)

RecurringInvoices_AddBatch1

 

  • Select a batch then add your invoices to that batch

RecurringInvoices_AddInvoicesToBatch

 

  • Then when you’re ready click Generate invoices

RecurringInvoices_Generate

 

  • You will choose the option to automatically calculate the Due Date for each of the newly generated invoices or not. It’s that easy!

 

 

Abtrac Desktop
  • Go to your invoices screen
  • Click on Generate Invoice (1) then select Periodic (2)

RecurringInvoices_Generate_Desktop

  • Select or add a batch (3)
  • Add invoices to your batch (4)

 

Topics: Tips and Tricks