Standing invoices

By recurring invoices, Scopevisio means invoices that recur at regular intervals and have a high potential for automation.

Set up recurring invoices

Select Organization > Recurring invoices and click on Add.

1. Complete the Description and Recurring invoice details sections.

2. At the bottom of the form, you will find the Recurrence tab.

The other tabs are identical to those already described under Tabs in billing documents.

On the Repetition tab, enter the required data for the interval and service time or period.

1. In the Interval area, your entries relate to the validity period, the frequency of the recurrence, when the next invoice should be issued and whether automatic creation is activated (recommended - this is what digitization is for!). You can display created invoices via a link.

2. In the service date or period area, you can specify how the service date from and possibly the service date to should be calculated. Scopevisio thus relieves you of manual post-processing and date adjustment of the individual invoices created. Choose between service dates or periods, with a calendar or exact date reference. You can also take into account a shift by any number of days. The automatically calculated service date from/to for the next invoice to be created is displayed according to your specifications.

3. Like any billing document, you can also save a recurring invoice as a template or generate it from a template.

Create recurring invoices

Go back to Organization > Recurring invoices. Here you have the option of manually creating the next or all invoices due.

The automated option is described here .

Depending on the option selected, either only the next invoice due (with one document per recurring invoice) or all invoices due for which the date of the invoice due is in the past or corresponds to the current date are generated from all recurring invoices created. The Next invoice date is then automatically changed for all recurring invoices in accordance with the defined frequency and validity period.

To access the newly created invoices, go to Organization > Invoices.

Open the newly created invoices, make any necessary corrections, post the invoice and/or export it in PDF or ODT format.

Generate recurring invoices from sales documents

For example, select :

• Sales > Potentials/Offers

• Organization > Orders/Delivery notes/Invoices

Create recurring invoices from existing orders or invoices as follows: Select the desired order/invoice and then select Create recurring invoice in the multi-button below the order or invoice overview list.

Recurring invo ices can also be created from any sales document by clicking the More actions ("...") button.

The recurring invoice is pre-assigned with the values from the underlying document.

Automate recurring invoices

You can automate recurring invoices in two steps:

Basically allow automation

Select System menu > Master data > Billing > Edit billing settings.

In the Recurring invoices section, decide whether you generally want to use the option to generate recurring invoices automatically. Then set the corresponding field to Yes.

Activate automation on a case-by-case basis

You are in Organization > Recurring invoices.

If you have selected the option of automatic creation in the master data as described above, the relevant invoice will be created fully automatically as a recurring invoice at the correct time if you activate the two fields marked in red.

This is done using the settings for the "Service time or period" business object to the right. If you deactivate automatic creation, it will not be created until you create the invoice due manually using the multi-button in the overview.

If you deactivate the "Recurring invoice" option, you suspend the invoice, but can reactivate it at a later date if required.