Introduction to invoice intervals

How do I use invoice intervals?

Invoice intervals can be used to structure the handling of invoices.

Invoices can be divided into periodic units, individually for each service agreement (Monthly, in advance, Yearly, Weekly etc.). Through this, all invoices within a period can be transferred at once.

In this article, you will learn how to set up invoice intervals:

• Standardized invoice intervals

• Connecting an invoice interval with a service agreement

• Organizing invoice intervals

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Standardized intervals

These are the standardized invoice intervals available to you.  

Monthly, in arrears

Monthly, in advance

Daily

Weekly

Every fortnight

Quarterly

Half-yearly

Yearly

Once

Varying

Other

Direct debit

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Connecting an invoice interval with 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.

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Organizing invoice intervals

Here you can read more about how you can edit invoice intervals

Creating invoice intervals

Editing invoice intervals and their order

Deleting or hiding invoice intervals