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The Auto billing relationships screen displays a list of clients that have been setup for auto billing.
To access the auto billing screen:
Enter the Fees Ledger.
Click Posting.
Select Auto billing.
Click View.
The Auto billing screen displays.
The following fields are available:
To filter the list of clients, enter the date that the next invoice is due from. For example, enter 01/01/04 to show clients that have an invoice due after this date.
To filter the list of clients, enter the date that the next invoice is due to. For example, enter 01/01/04 to show clients that have an invoice due up until this date.
Displayed is a list of clients with an auto billing set.
The following details are available:
The date the next invoice is due, the client identifier, client name and value of the next invoice.
Displayed is identifier of the client with an auto billing setup. For example, A001
Displayed is the name of the client with an auto billing setup. For example. Mr Armitage
Displayed is the value of the next invoice in the auto invoice setup.
Click New to setup an auto billing relationship with a client. Click here for further details.
Click View to view an existing auto billing setup with a client. Click here for further details.
Click Print to print a list of clients with an auto billing relationship.
Click Close to exit.
Posting auto billing
Autoinvoices reference