How do I stop an invoice from creating another open order every time it is invoiced?
To stop that invoice from auto opening another one upon closing, you will need to uncheck the "Reoccurring Document" box in the Add'l Info tab in the work order and ensure that the rental end contract date (if populated) is not set for a future date.
Related Articles
How to open a work order.
How to Open a Work Order All work orders are opened the same for every department, from Softbase Systems main menu, Invoicing tab, click to open. In this image: The Sales Document contains key information about the work order, i.e., Sales ...
How do I edit a recurring AP invoice?
To edit or stop a recurring invoice, you will need to select the invoice within AP inquiry that you created. If you double click on the invoice line in AP inquiry that is set to be recurring, Softbase will open AP Invoice Recurring Maintenance and ...
How do I apply a deposit to a work order?
The recommended approach to applying a deposit to a work order involves applying the payment directly to an open or closed invoice. First, you will need to make sure that your print options do not suppress payments. Then, you would go ahead an open ...
I accidentally received in apart to fill a work order for dispatch and need to put it back into backorder.
If the part has been incorrectly received, there is not a way to reverse the receiving. There is, however, a way to reverse the receiving with a new record. Before you adjust the receiving, you will want to remove the part that has been filled with ...
How to enter an AP invoice that utilizes currency.
AP Invoice Entry- To begin, you should make sure that the currency exchange setup for Accounts Payable has been completed (See knowledge article). To enter an invoice with currency, you will open AP invoice entry under the accounting tab and add a ...