For example, if you enter 1,000.00 and generate monthly invoices for 100.00 each, invoices will stop generating after the tenth invoice is generated. Enter the maximum cumulative amount that can be reached using the selected template. In the Maximum cumulative amount field, enter the maximum cumulative amount after which invoice generation will stop.Billing end date – Select this option and enter the last date that the invoice can be generated.Select one of the following: No end date – Invoices will be generated indefinitely until the template is removed from the customer account.In the Recurrence end section, enter a recurring end date.In the Billing start date field, enter the date when the first invoice will be generated.In the list, click the link in the selected row.In the Template field, select the free text invoice template you want to assign to the customer.Click New to assign a new template to the customer.Use this page to assign free text invoice templates to customers and specify how frequently invoices will be sent to the customer. In the list, find and select the desired record.In the Navigation pane, go to Modules > Accounts receivable > Customers > All customers.
This task uses the USMF demo company and is intended for the user who is responsible for managing and processing A/R invoices.
Free invoice template how to#
This task demonstrates how to assign a free text invoice template to a customer.
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