Debtors Recurrent Invoicing

Menu Selection: Reports - Debtors - Recurrent Invoicing

Purpose

This report generates recurrent invoices for the period. A simple example would be rent. By ticking the Create Invoices option, the invoices will be created in the system, and by ticking the Print Statements option, the invoices will be printed.

Parameters

Parameter Instructions
From Customer
To Customer		 To limit the output of the report specify non blank From and To Customer.
From Category
To Category		 To limit the output of the report specify non blank From and To Category. A debtor can have up to 3 categories. This report will only show debtors who have the selected categories in any of the 3 debtor categories.
From Turnover
To Turnover		 To limit the output of the report specify non blank From and To Turnover.
From Sales Exec
To Sales Exec		 To limit the output of the report specify non blank From and To Sales Exec.
From Postcode
To Postcode		 To limit the output of the report specify non blank From and To Postcode.
Create Invoices If the Create Invoices parameter is set to Y then a copy of LILAC will be run for every template an invoice is to be created from. Once LILAC is displaying the template, click the Invoice button and then the print button. LILAC will then move onto the next template or statement if Print Statements is set to Y.
Print Statements When Print Statements is set to Y, after all new invoices have been created a statement will appear for the debtor. Click the Compute and then Print button. LILAC will then process the next debtor, creating an invoices necessary.
Template Type Limit the invoices created to the specified template type.

General information on reporting can be located here.

About This Report

Column Description
Key Classification of customers
Cat Classification of customers
Name of Debtor Trading name of the entity
Account Balance The current Account Balance
Invoice Templates The invoice template used when recurrent invoicing.