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HI All
I was wondering if anyone has an effective way to show a fee to be charged on a per invoice basis to display as a seperate line item by default? ie When i invoice a customer (for any amount) a line will show automatically on the invoice detailing a standard charge much the same as say a credit charge fee.
Thanks
Mark
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Hi Mark,
The subject of your post caught my attention. 'Recurring Invoice' We, Encore Business Soutions, have developed a soution for Dynamics GP customers that handles recurring invoicing. Recurring Contract Billing (RCB) integrates with GP's SOP and will provide the ability to setup a billing contract for your customer and have the invoices generated in SOP based on the billing due date and billing frequency assigned to the line item. There is also an optional Importer add-on for RCB that you may use to update line items or add line items to the RCB customer contract. Our solution may be a viable option. I was thinking you could possibly setup this additional line on the contract and set the next bill date equal to the next invoice run date or utilize the importer to add the line to a single contract or to multiple contracts prior to running the invoice batch. Please feel free to contact me directly at sherry.bettencourt@encorebusiness.com to discuss further.
Probably not as slickly as you would imagine without a customization but here was what I was thinking.
I would write a macro that you would attach to a hot key that after you had added the customer id to the window you could record a macro that ran on a ctrl-<whatever> and tab through the rest of the header fields, add your always item, set the price and then move to line 2 and you could then enter the balance of the invoice. you have to remember to run it though so it's not an 'always item' unless you always run it.
Past that you could copy lines from a template invoice that had the line but it would be much faster to just enter it manually so I'd not go there.
Best
Tim
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