Edit recurring sales
You may need to change the recurrence of a sale if, for example, you want to send the invoice on a different date or adjust the amount to be charged.
When you change a recurring sale, you do not need to enable the recurrence again. Once you set the recurrence, it is active until you make it inactive or the end date is reached.
Notes
- Changing the information on a recurring sale does not change the information on the sales already generated by it. The changes will take effect in any new sales created after you make the change.
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You should note the following information when you edit a recurring sale.
- The Start Date and End Date fields define the beginning and expiration dates negotiated with your customer. If you do not select an end date, OnBalance will create a new sale each month for an indefinite period.
- The Sale Date field defines the day of the month that OnBalance will generate an invoice each month.
- Mark the Issue Automatically checkbox next to the Sales Point field if you want the application to automatically send the invoice to AFIP to request the authorization. If you do not mark this checkbox, the invoice will generate as CAE pending. The Issue Automatically checkbox will display only if the invoice is an electronic sales point invoice.
- If the invoice is for services, you should select an invoice period of Current Month, Anticipated Month, or Month Overdue from the Period Month field. If the invoice is for products, you should select Not Applicable.
- If the invoice is for at least one service and you select Not Applicable from the Period Month field, you will not be able to save the recurring item.
- Do one of the following.
- From the company setup menu, choose Recurring Items, and then click the row for the recurring item you want to change
- In the Sales screen
or in the customer activity screen,
To open the Sales screen, click Sales in the navigation panel.
For more information, see Sales.
click the row for the invoice you want to change, and then click View recurrence.To open the customer activity screen, click a customer record in the Customers screen.
For more information, see customer activity.
- Change the information.
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Optional: If you need a duplicate copy of the recurring item or a recurring item with similar terms, click the Copy button to create a copy of the information as an additional recurring item. You will see the duplicate in the Recurring Items screen.
Notes
- You will need to add a unique recurrence description.
- Once you copy the invoice, you can change the information, such as customer, date or due date, or service.
- Click Save.