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#026 CREATE RECURRING SALES LINES PLUS USER TASKS

BC19 presents an interesting combination that allows the users to set up their monthly invoicing as a monthly task. Any user can create their own User Tasks to help create recurring sales invoices.

 

How does it work?

 

I – Recurring Sales Lines

The Recurring Sales Lines are based in 4 parts:

  1. Items creation and Sales Price setup. Items can be either Inventory or Service type;

Items creation and Sales Price setup. Items can be either Inventory or Service type;

2Items creation and Sales Price setup. Items can be either Inventory or Service type;

 

2. Identification of the Items, GL Accounts, Resource, Fixed Asset or Charge (Item) to be invoiced in the Standard Sales Lines card;

Identification of the Items, GL Accounts, Resource, Fixed Asset or Charge (Item) to be invoiced in the Standard Sales Lines card;

3. Assigning Recurring Sales Lines to the customer card where it can be set up specific initial and end dates to be applied;

Assigning Recurring Sales Lines to the customer card where it can be set up specific initial and end dates to be applied;

2Assigning Recurring Sales Lines to the customer card where it can be set up specific initial and end dates to be applied;

 

4. Execution of the Create Recurring Sales Invoices routine.

Execution of the Create Recurring Sales Invoices routine.

2Execution of the Create Recurring Sales Invoices routine.

3Execution of the Create Recurring Sales Invoices routine.

 

 

II – User Tasks

  1. Access User Tasks in you Role Center;

Access User Tasks in you Role Center;

 

2. Create and edit the information in the User Task card;

Create and edit the information in the User Task card;

 

3. Set up the Recurrence, if necessary;

Set up the Recurrence, if necessary;

 

4. Through the Pending User Tasks list you can mark as completed or access directly to the report for creating provisional sales invoices. Note: In the image below the tasks referent to the months of January and February had already been marked as completed.

Through the Pending User Tasks list you can mark as completed or access directly to the report for creating provisional sales invoices.