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Setting up Recurring Charges

Last post Tue, Nov 24 2009 1:42 PM by cyndgriffith. 3 replies.
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  • Thu, Oct 15 2009 1:32 PM

    Setting up Recurring Charges

    Can you set up recurring charges in O/E or is that option only available in A/R?  I would like to be able to invoice customers automatically each year without having to go in and change their order from "standing" to "active" each time.  Is there a way to do this in O/E?  Thanks so much for all of the help I have received, you all have been very patient with my questions!

  • Thu, Oct 15 2009 1:36 PM In reply to

    Re: Setting up Recurring Charges

    This is an A/R only function, because recurring charges typically don't have inventory items attached to them. 

  • Wed, Nov 18 2009 2:52 PM In reply to

    Re: Setting up Recurring Charges

     We have a similar issue where we wanted recurring invoices to be created in OE (monthly). The primary reason for this is to keep all revenue/billing data in one spot (OE).

    We have written a system which we will use in-house (getting tested at the moment). It's pretty basic but does the job for us. If you'd like to have a look or discuss, give me a call at 604-282-6000.

     

    Etienne

    Etienne
    North49 Business Solutions.
  • Tue, Nov 24 2009 1:42 PM In reply to

    Re: Setting up Recurring Charges

     Thank you for your feedback.  I think my boss and I would be interested in discussing this with you some time.  I will keep you contact info. on hand. 

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