Some of your payments may recur frequently such as monthly rental income, or family loan payments etc. and some of these payments might require an invoice to be generated. Farm Focus allows these invoices to be automatically generated, once the first invoice has been created, by using the repeat invoice function or an invoice can be copied.
Use the following process to repeat or copy invoices:
In the Needs Action screen, click Create Tax Invoice or Record Money In/Out Invoice.
Fill in the relevant details for the invoice. Set the invoice date for the 1st of the month and the due date when actual payment occurs. That way the invoice appears in Needs Action screen from the 1st of the month.
Dropdown the More Options list and click on Repeat Invoice
You will be given options of how often you want the invoice to recur. Select a Frequency and choose an end date or continue until further notice.
Once this invoice is set up, it will sit in the Repeating tab, and the next upcoming invoice will appear in Needs Action screen.
If you wish to remove the repeating invoice, you can click the bin icon to Delete.
Copy Tax Invoices
Go into the Actuals screen and select the Tax Invoices tab.
Find the relevant invoice you have previously created and click into the details. You will see a dropdown box with More Options where you can choose to Copy Invoice.
This will create an exact copy with the same Contact, payment information, coded lines and amounts, but the date will be updated to today's date. Change the date to the relevant payment date and then click to Save. The new invoice will appear in your Needs Action screen, coded and ready to be matched.