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Steve
03-08-2005, 12:15 PM
If you have some clients that you want to generate invoices for daily and others that you want to generate invoices for monthly. Please follow this example. Or watch the video here http://www.gophergraphics.com/images/view-flash-demo.gif (http://www.gophersoftware.com/training/generating-invoices-with-customer-categories.htm).

Step 1. Make sure you are on the customer page and choose the top customer categories tab.

Steve
03-08-2005, 12:16 PM
Step 2. Let's choose our monthly billing customers first. Highlight Monthly Billing Frequency and click the Edit button.

Steve
03-08-2005, 12:19 PM
Step 3. Choose the customers that will be billed monthly and move them from the lower right window to the lower left window. Use the middle arrow buttons or drag and drop them.

Steve
03-08-2005, 12:20 PM
Step 4. You can see we have moved a monthly billing customer over into this category by using the middle arrow buttons.

Steve
03-08-2005, 12:22 PM
Step 5. Click the OK button when you have moved all of your monthly customers into this category.

Steve
03-08-2005, 12:23 PM
Step 6. Now lets repeat this process for the Daily Billing customers.

Steve
03-08-2005, 12:25 PM
Step 7. After you have highlighted the Billing Category - Daily, click the EDIT button.

Steve
03-08-2005, 12:27 PM
Step 8. Select the customers who will be billed daily and move them to the left window, using the middle arrow buttons or drag and drop them.

Steve
03-08-2005, 12:29 PM
Step 9. When you are completed hit the OK button at the bottom.

Steve
03-08-2005, 12:30 PM
Step 10. Now go to the Schedule page and click on the GENERATE button.

Steve
03-08-2005, 12:32 PM
Step 11. Choose the appropriate date ranges and then choose the Billing Category tab.

Steve
03-08-2005, 12:33 PM
Step 12. Let's choose to generate invoices only for our daily customers in this example.

Steve
03-08-2005, 12:34 PM
Step 13. You will now be able to generate invoices only for those customers you have chosen to be billed daily.