Add recurring sales

If you send a customer the same invoice on a regular basis, you can save time by setting up a recurring sale. In a recurring sale, you configure OnBalance to automatically generate a new sale when you have a contract with a customer that provides for monthly billing or when you issue invoices per installment of a sale.

Notes

  • OnBalance creates new sales only at monthly intervals.
  • New sales are created seven days before the date you select in the Due Date field.
  • The Start Month and End Month fields define the expiration period negotiated with your customer.
  • If you leave the End Month field blank, OnBalance will create a new sale each month for an indefinite period.
  • OnBalance will not create recurring sales with due dates before the current date, even if you change the Start Month field to a month earlier than the current date.
  • Sales created by this process are listed in the Sales screen with a icon in the Customer column.
  • If your company works with Electronic Service Tax Note, you can define whether you want the application to generate new sales by requesting the Tax Notes to the City Hall. If you want new sales created that already request the Tax Notes for the City Hall, select "Automatic Issue" in the Invoice field.
  • If you want to request invoices after a certain conference or analysis, select "Let me issue later" in the Invoice field.

You can add recurring sales from the New Sale screen, the Recurring Items screen, or the Invoice # screen.

Once you add a recurring invoice, the invoice will appear in the Recurring Items screen.

New Sale screen

  1. In the Sales screen, click New Sale.
  2. Enter the required information.
  3. Click Make Recurring.
  4. In the New Recurring Item screen, enter the required information.

    Notes

    • By default, a new recurring sale is created without an end date. If you want to set a limit on the recurring sale, select a date in the End Date field.
    • A new recurring sale is created with a start month after the month of the due date of the sale you saved.

  5. Optional: If you want the application to automatically send the invoice, mark the Send invoices automatically upon creation checkbox.

    Note: If you do not mark this checkbox, the application will generate the invoice, but will not send the invoice to the customer. You will need to send the invoice from the Sales list or Customer Activity screen.

  6. Click Save.

Recurring Items screen

  1. In the Recurring Items screen, click New Item.

  2. Enter the required information.

  3. Optional: If you want to create another recurring item with similar terms, click the Copy button, and then change the information, such as customer, date or due date, or service, if necessary.

  4. Optional: If you want the application to automatically send the invoice, mark the Send invoices automatically upon creation checkbox.

    Note: If you do not mark this checkbox, the application will generate the invoice, but will not send the invoice to the customer. You will need to send the invoice from the Sales list or Customer Activity.

  5. Click Save.

Invoice # screen

  1. In the customer activity screen or in the Sales screen, click the row for the invoice you want to make recurring.
  2. Click Make Recurring.
  3. In the New Recurring Item screen, enter the required information.

  4. Optional: If you want the application to automatically send the invoice, mark the Send invoices automatically upon creation checkbox.

    Note: If you do not mark this checkbox, the application will generate the invoice, but will not send the invoice to the customer. You will need to send the invoice from the Sales list or Customer Activity.

  5. Click Save.