Katherine,
The easiest would be to setup a Customer and you could setup Recurring Sales Lines and then create multiple sales invoices based on recurring sales lines. Here is how:
To set up recurring sales lines
1. Search for Recurring Sales Lines, and then choose the related link.
2. On the Recurring Sales Lines page, choose the New action.
3. On the General FastTab, fill the fields as necessary. Hover over a field to read a short description.
4. On the Lines FastTab, enter information in the fields to prepare sales lines that reflect the standard lines that you expect to use as recurring lines on sales documents.
Note: You cannot define prices on recurring sales lines because prices, discounts, etc. are calculated on the actual sales documents after you insert the recurring sales lines.
To assign recurring sales lines to a customer
Assign one or more recurring sales lines to a customer so that they are available to insert on sales documents for that customer.
1. Search for Customers, and then choose the related link.
2. Open the card for a relevant customer.
3. Choose the Recurring Sales Lines action.
4. On the Recurring Sales Lines page, select codes for the recurring sales lines that you want to be able to insert on sales documents for the customer.
5. Fill in the additional fields to define when, how, and where the recurring sales lines are to be used. If you plan to use the recurring sales lines set together with the Create Recurring Sales Invoices batch job, use the Valid From Date and Valid To Date fields to restrict when the recurring sales lines are used for creation of invoices.
6. In the four fields where you select how the lines are inserted on four document types, select one of the following options:
TO ASSIGN RECURRING SALES LINES TO A CUSTOMER
- Manual - You must manually look up and insert a recurring sales line that exists for the customer.
- Automatic - If multiple recurring sales lines exist for the customer, you will get a notification from where you can pick which one to insert. If only one recurring sales line exists, it will be inserted automatically.
Note that this only works if the new document was created from a document list, for example by choosing the New action on the Sales Orders page. It does not work if the document was created from a customer card, for example.
- Always Ask - A notification appears and all existing recurring sales lines are shown so that you can select one.
You can use the Create Recurring Sales Invoices batch job to create sales invoices according to standard sales lines that are assigned to the customers and with posting dates within the valid-from and valid-to dates that you specify on the standard sales lines.
1. Search for Create Recurring Sales Invoices, and then choose the related link.
2. On the Create Recurring Sales Invoices page, fill in the fields as necessary.
3. In the Code filter field, enter the code for standard sales lines that are assigned to a customer that you want to create sales invoices for.
4. Choose the OK button.
Sales invoices are created for the customers with the specified standard customer sales code, and any specified direct-debit information, for posting on the specified date.
Hope this helps.
Thanks,
Steve
