Info
For more information about Recurring Invoices, click HERE.

Report Summary

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.
This will allow you to find what stock items and when they have been charged via Recurring Invoices. It can also show what stock items are going to be charged on a future date.

Generating the Report

  1. On the top menu bar of Retailer, click on Reports → Customer → Recurring Invoices Report.
  2. Select either All Customers, or enter a Customer Number.
  3. Select either All Stock Items, or Select Stock Item and scan the items barcode.
    1. You can also press enter in the box and select the stock item from the Find Stock Screen.
  4. Select either All Suppliers, or Select Supplier and chose your required Supplier from the drop down menu.
  5. Select either All Departments, or Select Department and chose your required Department.
  6. Include Recurring Invoice Status - Tick the following options that you require. You can either select all boxes, or just one.
    1. Active - show Recurring Invoices which are still current.
    2. Inactive - show the finished Recurring Invoices.
    3. Pending Start -  show the new Recurring Invoices which have not started yet.
  7. Order By - Choose the order of how you want the report to display the information:
    1. Next Invoice Date - this will order based on the date of the next Recurring Invoices.
    2. ID - this will order based on the Invoice Number which have already been created and charged.
  8. Tag - You can also use Stock Tags to only show stock from a particular product Tag. Select the desired tag from the dropdown and then click the '+' symbol to add that Stock Tag to the below box.
  9. Click on Preview or Print.
    1. Preview will display the report on the screen.
    2. Print will send the report to your default windows printer.

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. 
Info
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.