Defining an Invoice Frequency

Procedure

To define an invoice frequency:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select I and then click Invoice Frequency.
    A sub-menu appears.
  3. Click the Add option from the Invoice Frequency sub-menu.

    The Invoice Frequency screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Invoice Frequency Used to specify the invoice frequency. Yes
    Monthly Frequency Used to specify the frequency in months. For example, if you want to define the invoice frequency as Monthly, enter 1 in this field. If you want to define the invoice frequency as Quarterly, enter 3 in this field. And, if you want to define the invoice frequency as Yearly, enter 12 in this field. Yes (Conditional)
    Note: This field is required when you are defining a frequency in months.
    Daily Frequency Used to specify the frequency in days. For example, if you want to define the invoice frequency as Weekly, enter 7 in this field. If you want to define the invoice frequency as Fortnightly, enter 15 in this field. Yes (Conditional)
    Note: This field is required when you are defining a frequency in days.
    Description Used to specify the description for the invoice frequency. Yes
    Tip: Alternatively, you can access the Invoice Frequency screen by clicking the Add link in the upper right corner of the Invoice Frequency List zone.
  4. Enter the required details in the Invoice Frequency screen.
  5. Click Save.
    The invoice frequency is defined.

Related Topics

For more information on... See...
Invoice Frequency List zone Invoice Frequency List