1/13/2024 0 Comments Microsoft invoicerSales invoicing templates itemise purchases and can calculate totals and special discounts automatically. Easy-to-use and professionally designed, these free invoice templates streamline your administrative time so you can get back to running your business.Įxcel and Word templates for invoices include basic invoices as well as sales invoices and service invoices. Thank You!!! Keep reading sharing with your network.Professional invoice templates to streamline your business billingīilling is a breeze with a Microsoft invoice template. Hope this will help you to utilize this feature for your implementation. Navigate to, Account receivable > Invoice > recurring Invoice > Post recurring invoice Navigate to, Account receivable > Invoice > recurring Invoice > Generate recurring invoice Step-3: View Customer Mapping for template Navigate to, Account receivable > Customer > Select Customer Navigate to, Account receivable > Invoice > recurring Invoice > Free text Invoice template Step-1: Create Free text Invoice template In this case we can use recurring invoice feature. Here let say, now customer must raise monthly rent invoice which will be of same amount, same main account, same customer etc… except billing date. Now, we will se how we can utilize recurring invoice feature for this scenario. This is how, we can create and post invoice using billing code. Navigate to, Account receivable > Invoices > Free text Invoice In this we will select Lease deposit billing code where we will enter amount manually and first month rent. Step-5: Create Invoice and Post using Billing Classification Navigate to, Account receivable > Setup > Billing classification Step-4: Create Billing classification and Map billing code Navigate to, Account receivable > Setup > Billing code Navigate to, Account receivable > Setup > Billing code custom field I have created two date fields to capture Lease start and end date at the time of customer deposit Step-2: Create Custom fields (Optional, only if require) Navigate to, Account Receivables > Set up > Parameters Month rent invoice generation using recurring invoice.Deposit Amount using Billing classification by creating one-time invoice.Now, let us start how we can achieve this, I will be explaining this flow for scenario defined above. Automation of Customer invoice generation without user intervention.Better control on selecting wrong Main account of dimensions.In this customer also wants to capture “Lease start and End date” which is not available by default.įor this we can use billing classification and recurring invoice.Īdvantage of Billing classification and recurring Invoice: Let us say customer has property for lease, for which customer must collect deposit from customer and raise monthly rent invoice automatically. This can be achieved through billing classification and then using billing classification as recurring invoice where customer has same invoice to be generated every month to the customer. This feature can be helpful in reducing manual effort and wrong data entry during invoice creation. In this blog, I will explain a very good feature for customer invoice using free text invoice.
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