Astral Recurring Invoices - Help:

Create Recurring Invoice Templates

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

To open the Recurring Invoices List page, select 'Recurring Invoices' from the drop-down menu:

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Figure 1 | Recurring Invoices

The Astral Recurring Invoices List page will appear.

To create a new Recurring Invoice:

Click on the '+New' icon in the ribbon:

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Figure 2 | New Recurring Invoice

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):

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Figure 3 | New Astral Recurring Invoice Document

Select a 'Recurring Invoice Terms Code' (3) and fill out any other fields that you require.

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

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Figure 4 | Lines FastTab

The line 'Type' field can be 'Comment', 'G/L Account', 'Item' or 'Resource'.

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Figure 5 | 'Type' Field Options

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