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Set standing orders to set regular payments made by clients. For example, if a client regularly pays on a monthly basis.
To access the standing order screen:
Enter the Fees Ledger.
Click Posting.
Select Standing orders.
Select View.
The standing orders screen will be displayed. 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 a standing order setup. The following details are available:
Next due
The date the next payment is due, the client identifier, client name and value of the next standing order.
Client
Displayed is identifier of the client with an standing order setup. For example, A001.
Name
Displayed is the name of the client with an standing order setup. For example, MrArbitrage.
Amount
Displayed is the value of the next payment in the auto standing order setup.
New
Click New to setup an standing order relationship with a client. Click here for further details.
View
Highlight a client and click on the View button to view an existing standing order setup. Click here for further details.
Click Print to print a list of clients with an standing order setup.
Close
Click Close to exit.
Standing Order: make postings
Standing order - reference