Astral Recurring Invoices - Help:

Configuring Schedules

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On the Recurring Invoice Template, the Recurring Invoice Schedule needs to be configured. This can be setup for daily, weekly, monthly and yearly invoicing. To explain each type, please find below worked examples for each type of scheduling.

In the search bar enter “Astral Recurring Invoices” and select it from the list.

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Figure 1 | Search Astral Recurring Invoices

The Astral Recurring Invoices List page will appear. Select an Invoice (1) and click on 'Edit' in the ribbon (2).

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Figure 2 | Astral Recurring Invoices Page

On the Astral Recurring Invoice page, click 'Process' from the ribbon (1) then 'Schedule' (2).

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Figure 3 | Schedule

The Recurring Invoice Schedule Page will open.

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Figure 4 | Recurring Invoice Schedule Page

Schedule for Daily Invoicing

If you need to setup the Schedule to do daily invoicing, you would enter the schedule as follows.

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Figure 5 | Schedule for Daily Invoicing

Enter the following:

So in the example in figure 5, the schedule reads - create a recurring Sales Invoice every 3 days.

Schedule for Weekly Invoicing

If you need to setup the Schedule to do weekly invoicing, you would enter the schedule as follows.

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Figure 6 | Schedule for Weekly Invoicing

Enter the following:

So in the example in figure 6, the schedule reads - create a recurring Sales Invoice every week on a Monday.

Schedule for Monthly Invoicing

If you need to setup the Schedule to do monthly invoicing, you would enter the schedule as follows.

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Figure 7 | Schedule for Monthly Invoicing

Enter the following:

So in the example in figure 7, the schedule reads - create a recurring Sales Invoice every month on the first Monday of every month.

Schedule for Yearly Invoicing

If you need to setup the Schedule to do yearly invoicing, enter the schedule as follows.

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Figure 8 | Schedule for Yearly Invoicing

Enter the following:

So in the example in figure 8, the schedule reads - create a recurring Sales Invoice every April on the first.