Yannick Tivisse
3a1ad0fe43
Original doc: https://docs.google.com/document/d/1_rv0qp2w79_emNDDZls40mgdDpXR-PeEoJM7HeLWg38/edit
68 lines
2.4 KiB
ReStructuredText
68 lines
2.4 KiB
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===============================
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Generate recurring vendor bills
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You may receive vendor bills for a fixed amount on a regular basis: for
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instance, for water, gas, electricity or phone bills. For such cases,
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the recurring vendor bills feature will save you a lot of time. Indeed,
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all you need to do is to create a bill once, set a frequency of
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recurrence and the rest will follow. Your next bills will automatically
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appear in your feed.
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How to activate the recurring vendor bills feature
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--------------------------------------------------
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For this feature to work, go in
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:menuselection:`Invoicing/Accounting --> Configuration --> Settings` and
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tick the box in front of Recurring Vendor Bills to activate
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the feature. Finally, do not forget to save your settings from the
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top-left corner of your screen.
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.. image:: media/recurring_vendor_bills01.png
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:align: center
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Generate recurring vendor bills
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-------------------------------
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You can either select an existing bill or create a new one for this
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purpose. Once you are editing the vendor bill, access the "other info"
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tab. On the bottom right corner, you can see that the option "recurring
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bills" is available. Tick the box and set the frequency you would like
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to have. It can be every (other) day, week, month, or year. Finally, do
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not forget to save the bill.
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.. image:: media/recurring_vendor_bills02.png
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:align: center
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.. tip::
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The recurring bills will only be generated if the bill is
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validated. If the bill is cancelled, recurring bills won’t be generated
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anymore.
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The recurrency depends on the bill date and on the recurrency defined. In
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the example below, the bill date is on the 13th of January and the recurrency
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set is "every 1 month(s)". In this case, the next bill will be generated on
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the 13th of February.
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.. image:: media/recurring_vendor_bills03.png
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:align: center
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Where will the next bills appear ?
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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The next recurring bills will appear automatically on your vendor bill
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list once their recurrence date is reached. They will be created in
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draft, you will just have to verify and validate them.
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.. image:: media/recurring_vendor_bills04.png
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:align: center
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How can I end the recurrence ?
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To end the recurrence, simply go back on the original bill generating
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the recurrence and untick the box "Recurring Bills".
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.. image:: media/recurring_vendor_bills05.png
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:align: center
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