How do I use invoice intervals?
Invoice intervals can be used to organise your invoices.
Invoices can be divided into periodic units, individually for each service agreement (Monthly, Yearly, Weekly, etc.). Through this, all invoices within an invoice period can be transferred at once.
In this article, you will learn how to set up invoice intervals:
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Standardized invoice intervals
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Connecting an invoice interval with a service agreement
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Organizing invoice intervals
Standard intervals
These are the standard invoice intervals available to you.
Monthly, in arrears |
Monthly, in advance |
Daily |
Weekly |
Every fortnight |
Quarterly |
Half-yearly |
Yearly |
Once |
Varying |
Other |
Direct debit |
Applying an invoice interval to a service agreement
In order to use your invoice intervals, you have to create service agreements for your customers.
You can set up service agreements by clicking on Customers > Customer list > View service agreements for this customer, and finally on Create service agreement.
Organising invoice intervals
Here, you can read more about how to manage invoice intervals
Creating invoice intervals |
Editing invoice intervals and their order |
Deleting or hiding invoice intervals |
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