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.
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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 to stop a reocurring document
To stop a reoccurring document-- While the current work order is open, you would want to make sure that the reoccurring document checkbox on the additional info tab is not checked and also check that if there is a rental contract on the order that ...
How to e-mail an invoice to the financing customer rather than the bill to customer on a work order.
If you wish to e-mail the invoice to the leasing/financing customer, you will want to do so from AR inquiry and not from the invoice preview within invoicing. If you choose the invoice and select file - Email PDF from within AR inquiry, it will load ...
How do I process a warranty work order?
Softbase has a recommended process for warranty work orders that will need to be billed to a warranty vendor. First, you will need to have a warranty customer identified and set up in the system. Typically, this customer will be designated as both an ...
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 ...