Astral Recurring Invoices - Help:

Using Placeholders

Placeholders are used to standard Invoice Comment text.

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

1
Astral Recurring Invoices - Using Placeholders.img

Figure 1 | Search Astral Recurring Invoices

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

2
Astral Recurring Invoices - Using Placeholders.img

Figure 2 | Astral Recurring Invoices Page

The Astral Recurring Invoice page will open. Go to the 'Lines' FastTab and in a new line select 'Comment' in the 'Type' field.

3
Astral Recurring Invoices - Using Placeholders.img

Figure 3 | Line Type Comment

Enter a 'Description' that you want to appear on the subsequent Invoices that are generated.

4
Astral Recurring Invoices - Using Placeholders.img

Figure 4 | Line Description

Use the Placeholders available on screen to generate a formula. Click 'Process' from the ribbon then 'Show Placeholders'.

5
Astral Recurring Invoices - Using Placeholders.img

Figure 5 | Use Placeholders

The Placeholder Summary page will appear.

6
Astral Recurring Invoices - Using Placeholders.img

Figure 6 | Placeholder Summary Page

For example, to generate an Invoice with a description of 'For the period from 01/04/2020 to 30/04/2020' enter your 'Description' text as follows:

“For the period from: %1 to %3”

This will look like figure 7 on the Sales Invoice you will create.

7
Astral Recurring Invoices - Using Placeholders.img

Figure 7 | Placeholder Description

Please note: This assumes the Posting Date of the Sales Invoice is 01/04/2020.