Repeat Invoices Setup | Coins Help Centre

Select the appropriate Coins ERP+ Company, go to the Sales Ledger module and the Customer Maintenance menu.

This will give you a list of all customers the selected company has in its records. You can use the Filter option to find the customer, for which you want to create the template.

To access the Customer Details screen click on the appropriate hyperlink on the Account Number, then Select the Repeat Invoices tab.

To create a new template, click Add ( Add Button )

Field	Description
Contract	Enter the contract that the repeat invoice is going to be coded to. Use Lookup () to help you find the correct contract number. Use the Search option within the lookup if needed and use Choose () to select the contract.
Department	Enter the Department the repeat invoice is going to be coded to. Use Lookup ) to help you find the correct department. Use the Search option within the lookup if needed and Choose () to select the department.
Type	Typically you would select SINV for a Sales Ledger Invoice, but you may select any appropriate type configured for your system.
Owner	If required, enter here a Coins ERP+ user ID for a person who will receive an email notification when a new set of invoices is generated.
Start	The Start date denotes when you would like to start the generation of the repeat invoices for this template.
End	The End date tells the system when to stop generating them. Unless you know the expiry date of the contract or the exact date when the invoicing should stop, you should leave the end date empty. Please note, if you enter the start AND end date, you will no longer be able to change any of them after you click the Save button on this page.
Frequency	Enter the invoicing Frequency. The frequency specifies how often the invoice is generated (raised). By selecting the specific frequency, you decide when exactly the invoices will get generated. Use Lookup () to find the most appropriate frequency. You can only use one of the set options. When in the lookup, click Open () or Detail () to investigate the schedule behind a specific code. Click Choose () to use one of the frequency Codes. Schedules are set up in Report Scheduler.
Use	Total: The Invoice Amount that you enter gets divided into equal portions. You can use that, when you have a specific set amount distributed over a defined timeframe. e.g. If the field is set to Total, the frequency to monthly, the time period (the start and the end date) of the repeat invoice is twelve months and you enter the value of the invoice as 12.000, this option will each month generate an invoice for 1.000. Rate: The Invoice Amount of Repeat Invoice Template will be invoiced each selected period. Use the Rate and when setting up the template enter the invoicing amount as it should be on each invoice. Rate is the more commonly used selection, since it also allows you to easily change the invoicing amount.
Active	You will tick the Active box, when your setup of the recurring invoice template is complete and ready to be used.
Consolidate	Tick the Consolidate box, if applicable. Several repeat invoices for the same customer can be consolidated together, as long as they all have the same contract, frequency, transaction type combination. It will appear as item details on each invoice (Not summarised to a single line total).

Click Save ( Save Icon ), when you have entered all the required fields.

With the exception of the Active tick box, you will not be able to change the entered fields again. You will have the edit invoice option (to change the text, add new lines, and change the Invoice Number…) just before you actually post the invoice or in the Repeat Invoice Workbench.