BillQuick Online gives you the flexibility of creating memorized invoices with user defined frequency. Memorized Invoices screen allows you to generate automatically invoices according to the frequency set in the screen. You can create memorized invoices from Manual Invoice and Invoice Review screen. All you need to do is to specify the Schedule settings, Notify settings and Other settings to create a memorized schedule for invoices.
Depending on the options set, BillQuick Online will prompt you for processing the invoice when the scheduled invoice is due.
In BillQuick
Online, you can also view retainer invoices memorized via the Retainer
History screen.
The grid list is your guide to individual memorized invoices:
Invoice No:
The invoice number of the memorized invoice. The invoice that will be processed based on this memorized invoice will get the new invoice number depending on the options selected while creating the memorized invoice.
Project ID:
The ID of the project against which the memorized invoice has been created.
Client ID:
The ID of the client associated with the memorized invoice.
Name:
The name of the project against which the memorized invoice has been created.
Frequency:
The frequency set for the memorized invoice.
Start Date:
The start date of the memorized invoice.
Inactive:
Checked indicates inactive status. Inactive memorized invoices do not show up for processing in the Memorized Invoices List screen.
Type:
Displays in
case it is a manual invoice type or
if
it is a retainer invoice type,
if it is a vendor bill or
if it is a check.
Edit:
Click
to open the Memorize
Invoice screen where you can edit the details of the selected
invoice.
Delete:
Click to delete a memorized invoice.
Memorized Invoices Button Panel
Help:
Displays the BillQuick Online Help in the Memorized Invoices section.
View:
Click to open the Memorized Invoices List screen where you can view the memorized invoices that are waiting for processing.
Create Invoices:
Click to create the memorized invoice either from Manual Invoice, Invoice Review, or Retainer History screen.
Refresh:
Click to get the latest data in the grid.
Close:
Closes the Memorized Invoices screen and takes you back to the home page of BillQuick Online.