SALES ORDERS - Recurring Invoices

Automate the generation of Sales Orders for Customers on a pre-determined schedule

• option to establish the Default Repeat cycle in Company Settings:

• Create a New Standing Order in Sales 

• • click on the downward arrow beside New and select Standing Order
  • select Customer 
  • enter Invoice Date for the first occurrence of this set
  • enter Invoice Date for the first occurrence of this set

• • establish the Repeat cycle with option to choose Custom which allows setting of End date and includes the following options :
    
    • • Daily
      • Weekly
      • Monthly
      • Yearly

• • enter items and continue to create the order as described in Sales Orders - Add Manually
  • once all information is entered click on   Invoice
  • the Standing Order will remain in the Sales Order List with the next scheduled occurrence date will display in the Invoice Date column