For more information about Recurring Invoices, click HERE.
The Recurring Invoices Report allows you to see a list of your recurring invoices, showing what stock is due to be charged to each customer.
Generating the Report
- On the top menu bar of Retailer, click on Reports -> Customer -> Recurring Invoices Report.
- Select the either All Customers, or enter a customer number.
- Select the either All Stock Items, or scan a product barcode. You can also press enter in the box and select the stock item from the list.
- Select the either All Suppliers, or select a specific supplier.
- Select the either All Department, or select a specific department.
- Tick the boxes to show either Active or Inactive recurring invoices, or both.
- Choose whether the report is shown in order of Invoice ID number, or in order of when the invoices are due to be charged.
- You can limit the report to only show stock with particular product tags but selecting the desired tag from the dropdown and then clicking the '+' symbol.
- Click Print or Preview to view the report.
Reading the Report
The Recurring Invoices Report shows all recurring invoices, limited by the options above. Each invoice is listed separately, and shows the following information:
- Recurring Invoice ID
- Customer Name
- Invoice Status - Active or Inactive. Inactive invoices cannot be restarted; you must create a new one.
- Frequency - How often the invoice is charged.
- Period - The dates from when the invoice started to when it finished.
- Next Invoice Date - Then next date / time the invoice is expected to be charged.
- Total Price
- Product Details - Barcode, Description, Quantity, Pricing Method & Unit Price.