Adjusting the Invoice Frequency

Overview

Invoice Frequency is an important field, as it sets the schedule for your Invoices to appear for the specific Department in the Receivables tab.

Steps

1. Navigate to the Companies tab.
   
   
2. Open the company record by selecting next to the company name.
   
   
   
   
3. Choose the Contacts tab.
   • This tab may be labeled differently depending on your setup.

   

4. In the Contact list, select the contact you would like to edit by selecting next to the contact's name.
   
   

5. On the Edit tab, locate the Invoice Information section and update the Invoice Frequency field.

   
   

   

   • If you select Bi-weekly, you must also select an Invoice Cycle

     • Mouse over the Cycle 1 / Cycle 2 to display the next date range for each Invoice Cycles. Select the Cycle that matches your desired date range.

     

6. Select when you are finished.