From: Kevin B. <kb...@fr...> - 2008-08-17 15:30:35
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Hi, Just a quick question. Say I need to set up a recurring transaction - and the first invoice is due to go out in the future. I.e. I want to create an invoice for the 1st September 2008 - and then I want to send out the same invoice every year with the next one being on the 1st September 2009. Do I build up an invoice for 01/09/2008 - click on 'Schedule' - and then set the schedule 'startdate' to 01/09/2009 - click 'save' - then post the invoice. Obviously, I'd have to remember to 'manually' email out the invoice on the 01/09/2008. Or do I: Build up an invoice for 01/09/2008 - click on 'Schedule' - and then set the schedule 'startdate' to 01/09/2008 (note the 2008 - same as the invoice date) - click 'save' - then post the invoice. I take it that the system will automatically send out an invoice on 01/09/2008 - but I'm worried that the schedule will create a new invoice which will be a duplicate of the first for that date. Any help gratefully appreciated. -- *Kevin Bailey* |