How to set up
1.) Click on Auto-Invoicing on the main menu bar:
Follow the Steps:
Step 1 - click on New Contract button, the green + button at top left.
Step 2 - if auto-numbering is not enabled (Setup p.6), double-click the Contract Number box, otherwise select a client from the dropdown or pick list (click the pencil button to add a new client, if applicable)
Step 3 - enter the first invoice date - click on the First Invoice field and select date from pop-up calendar
Step 4 - select the interval (weekly, fortnightly, monthly, etc.)
Step 5 - if contract has no known end, check "auto-extend", otherwise enter the duration in weeks or months
Step 6 - add charge items to the contract - you can include extra text lines,
discount, freight and even
Step 7 - view and edit 'due' dates - the dates on which this billing will be actioned.
To preview, print or e-mail confirmation of this contract, click the appropriate button at center left.
Every time you click on the Invoices Menu button,
the program will check if contract invoices are
If you want to add items to any of these invoices, decline the auto- print
request, then open each invoice to
a report is available to show the invoices due over the next 12 months
(you can adjust that time frame).
Another report alerts you of contracts that will expire in a selected
month, or are due in a selected month.
To return to the FAQ page, click here
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The Scrambled Card Company Ltd
Auckland, New Zealand