Recurring Sales Invoice

Overview

In GoldFinch, you can set up recurring Sales Invoices to save time entering data.

Steps

Navigate to the Recurring Sales Invoice tab.

Click New to create a new recurring Sales Invoice.

Enter the following information:

• Bill-to Customer

• Invoicing Frequency

• Next Invoice Date

• Status

• GL Ledger (Optional)

After you save, click New to create a new recurring Sales Invoice Line.

Populate the following fields:

• GL Account, or Item and Unit of Measure

• Description (If blank, Item Description will be used when creating Sales Invoice)

• Quantity (must be positive)

• Unit Price (must be positive)

• Other fields are optional.

To create a new Sales Invoice from a recurring sales invoice, navigate to the Recurring Sales Invoice page. Then click Create Sales Invoice.

GoldFinch checks the following:

• Status must be Active.

• There must be at least one recurring Sales Invoice Line.

• You must have posted all previous Sales Invoices related to this recurring Sales Invoice.

After the new Sales Invoice is created, GoldFinch automatically updates the Next Invoice Date and Last Invoice Date based on the Invoicing Frequency.

Alternatively, you can create multiple sales invoices by going to the list of Recurring Sales Invoices.

Select a view, then select all the records that you would like to create sales invoices for.

Then click Create Sales Invoices.