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How to generate invoices for daily,


Gopher Software Support Archived Question & Answers - Read Only

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Old 03-08-2005, 11:15 AM
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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 .

Step 1. Make sure you are on the customer page and choose the top customer categories tab.
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Old 03-08-2005, 11:16 AM
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Step 2. Let's choose our monthly billing customers first. Highlight Monthly Billing Frequency and click the Edit button.
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Old 03-08-2005, 11:19 AM
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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.
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Old 03-08-2005, 11:20 AM
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Step 4. You can see we have moved a monthly billing customer over into this category by using the middle arrow buttons.
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Old 03-08-2005, 11:22 AM
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Step 5. Click the OK button when you have moved all of your monthly customers into this category.
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Old 03-08-2005, 11:23 AM
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Step 6. Now lets repeat this process for the Daily Billing customers.
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Old 03-08-2005, 11:25 AM
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Step 7. After you have highlighted the Billing Category - Daily, click the EDIT button.
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Old 03-08-2005, 11:27 AM
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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.
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Old 03-08-2005, 11:29 AM
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Step 9. When you are completed hit the OK button at the bottom.
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Old 03-08-2005, 11:30 AM
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Step 10. Now go to the Schedule page and click on the GENERATE button.
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