Is there an easy way to create an Invoice or other document on a regular basis?

Is there an easy way to create an Invoice or other document on a regular basis?

Yes, there is. Actually there is more than one way. AccountingSuite provides both a copy feature and the ability to create a recurring template.

Solution #1: Copy

Use this solution if you would like to make a one-time copy of an existing document.

    1. Navigate to the List View for the document that you'd like to copy. (for example, Sales → Sales Invoices)
    2. Right click on the Document and choose Copy. The copied document will open.

The date will default to today's date and a new document number will be generated.


Right-click a Document then select Copy.



Solution #2: Create a recurring template

Use this solution when you'd like to create a new document from an existing one on a regular, recurring basis.
  1. Navigate to the document for which you'd like to create a recurring template.
  2. On the Accounting tab, click Recurring Templates then Create.
  3. Under Select Action, choose what action you'd like to recur: Generate, Remind, or Save. Only one action is available per recurring template. Generate will create a new document.  Remind will create a notification  in the notification widget on the start page.* Save will save a template for later use.
  4. Choose either Generate a draft of the document or Generate and post a copy of a document.
  5. Select the number of days in advance to execute the action.
  6. To set up the interval for the recurring template, choose the Daily, Weekly, Monthly or Yearly tab and set the appropriate days, weeks months or years.
  7. Enter a range of time to execute the recurring template in the Select Range section.
  8. Click Save and Close.


Recurring Templates button on Accounting tab.



Creating Recurring Template.


*See instructions for adding the notification widget to the start page.

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