Astral Recurring Invoices - Help:

Create Recurring Invoice Templates

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The Recurring Invoice Template acts as an agreement between yourself and your customer.

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 open. Click on the '+New' in the ribbon.

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Figure 2 | New Astral Recurring Invoices

A new Astral Recurring Invoice document will open. In the 'General' FastTab, select the Customer No. (1), this will automatically populate the Customer Name (2). Now select a Recurring Invoice Terms Code (3) and any fill out any other fields that you require.

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Figure 3 | Astral Recurring Invoice Document

Next, scroll down to the 'Lines' FastTab. In here enter the 'Type' (1), 'No.' (2), 'Descriptio'n (3), 'Quantity' (4), 'Unit Price Excl. VAT' (5) and any 'Dimensions' (6) applicable in your setup.

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Figure 4 | Enter Lines

You can setup different templates for different Line 'Types'.

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Figure 5 | Line Types

Please note: You cannot enter a 'Type' of Item, where the Item record 'Type' field is set to Inventory.

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Figure 6