Instant Invoice n Cashbook 2007 4.5.11 Online Manual
Create invoices quotes with cashbook
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Introduction
- The Basics
- Getting Started
- Operation
- Forms & Dialogs
Main Screen- Customer List
- Product List
- Pay Invoice Form
- Payment History
- Send Email
- SMTP Settings
- Quotation/ Invoice Form
- Database Upgrade Wizard
- Document Layout & Options
- New DB Wizard
- Recurring Invoices
- Administration
- Technical Support
- Buying
Billing Period
When you issue recurring invoices, you may want to indicate to your customers the billing period. For example if you provide rental of equipment, you may invoice a customer in advance on a monthly billing cycle. So you may issue an invoice on the 31 march to cover rental of equipment or services from the period lst to 30th April. Or you may issue an invoice after the services or rental has been rendered. For example, you provide web hosting services and bill every quarter. You may issue an invoice on the lst April to cover the previous period already serviced from lst Jan to 31st March.
You can have Instant Invoice 2007 automatically calculate and insert the billing period into the invoice for each invoice generated. You do this by placing a special field anywhere within the Description column of the recurring invoice template. Use the text %PERIOD% in the description column of the recurring invoice template. For example you want to issue an invoice for rental of office space, in the description column, enter the text :
" Being Rental of Office Space for the period : %PERIOD% ".
When the actual invoice is generated, Instant Invoice 2007 will substitute the text %PERIOD% with the actual billing period for that invoice. So the actual invoice might look like this :
"Being Rental of Office Space for the period : 01/01/2007 to 31/01/2007 "
Your customer will know which period this invoice is for and you would not have to keep track of this manually for each recurring invoice.
IMPORTANT : For this to work you must use the text %PERIOD% exactly as it it. Any diffferences and will will not detect the field correctly.