Update Standing Invoices

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Use this form to generate invoices that have been pre-defined using the Standing Invoice Maintenance form. Invoices of this type are usually pre-defined because they are periodic and repetitive, for example, a customer regularly orders the same items or services.

Invoices generated using the form are identical to normal invoices. You can select them for creation using the Frequency, Next Action Date and Start/End Dates of the standing invoice.

As the form creates invoices, Greentree will advance the Next Action Date for each standing invoice to the next date, based on the Frequency and Frequency Type that is assigned to the standing invoice.

Any changes to tax rates are made to the standing invoices during this process.

You can group standing invoices together using this form, and nominate a user-defined update log reference, so that you are able to recall the details of the update at a later time. You can also reverse the update/creation process.

Update log

Enter a unique reference for the update. This includes a date to indicate when the process was run. You can enter up to 20 alphanumeric characters.

Action date

The default value is today's date but you can change it. The standing invoices available to select for creation will be based on this date and the Next Action Date for the invoice.

Customer from/to

Enter a customer range if applicable, to filter the invoices returned to the table when a Search is run.

Reference from/to

Enter a reference range if applicable, to filter the invoices returned to the table when a Search is run.

Update/Reverse

Click this button to activate the update, or to reverse an update that has already occurred. If tax rates cannot be adjusted then the reverse will fail if a tax rate has changed. This can be resolved by allowing manual tax rate changes on the Tax Code and reversing the standing transaction and then prevent manual tax changes.

Standing Invoice List

This table displays details of the standing invoices waiting to be created based on their next action date. To select the invoices for update, click the Select box next to the invoice, or use Select all/Deselect all options as applicable.

Total selected

This displays the total value of the transactions selected for update.

This field is read only.

As you select standing invoices for update, they defaults to the Update From tab. You can Deselect the invoice before saving if you do not want to create the invoice.

Click the Save icon to run the process. When the process is recalled, the form displays details of the invoices that were processed.

You can drill down within this table to view details of the generated invoice, or alternatively view them directly using the AR Invoice Entry form.

• Standing Invoice Maintenance

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