Recurring Sales Docs
“Recurring Sales Documents” is designed to save time and expedite recurring billing related to Contracts or to ongoing project. Recurring Sales Documents is ideal for businesses that bill for services on a contract basis.
Many companies have to bill monthly or quarterly for various services or products that they provide. Rather than entering these Invoice manually each time products or services are provided, we set up a master file (template) to hold the document for recurring purposes. A periodic process, the frequency code, and the next occurrence date on the document header will trigger the master template to be copied to create a Sales Order or a Sales Invoice.
A Contract number can be placed on the Master document and will be passed on to the posted history. Printing a report of posted invoices by Contract No. will give the user a profit analysis on a contract or on-going project.
Master documents can have a start and a stop date. A report based on the stop date will assist knowing when contracts are about to expire. The stop date will also prevent the master document from being copied past its expiration. There is an expired contract document screen to help maintain the master document file by allowing the deletion of expired documents by three methods.
Recurring Sales Documents are different from Recurring Journals. Recurring Sales Documents allow you to have line transactions. You can sell items and resources (services) on a scheduled basis and have the details posted to Invoice History. At anytime one-time line entries can be added to the Master document. These one-time lines appear on the next generated document and are then dropped off the master.
Examples of businesses that could use Recurring Documents are:
Water and salt delivery services; Lawn Care Services; Swimming pool service companies
Trash pickup services; Schools with pledges; Companies with preventative maintenance contracts and even warranties, and many more.
Benefits:
Generate all Invoice Documents with one Periodic Launch.
Generate routed to Sales Orders or Invoices based on Setup.
Simplifies Invoice generation process
Reduces time to produce monthly billing runs
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