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 the invoice date and the contract date both match (and is not open-ended) in order to stop the document from creating a new one upon invoicing. You should receive a pop-up when you go to invoice information you that this is the last document and a new one will not be created.

• Related Articles

• Images are not opening from the document center/documents tab when clicked on in Softbase.

  In order for an image to open from the document center when selected, you must have a compatible default app specified. This will apply to .pdf files as well as image files such as .png, .jpg, etc. In order to open that file type (example .jpeg, etc) ...

• Why doesn't my markup % on my sales document match my gross profit % or the markup % I have set up on the part record?

  When pricing is set to cost +%, you may expect the gross profit to match the markup percentage used, but there are actually two very different calculations used for this analysis. For an easy example, let's say we have a part that costs $100 and the ...

• 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 ...

• FIFO (First In, First Out)

  Overview FIFO, or First In, First Out, is a method of inventory management where the oldest items in inventory are assumed to be sold first. This ensures that inventory costs are based on the assumption that the oldest items are sold first, ...

• How to create a recurring AP invoice

  ou will set up a recurring monthly invoice in the AP invoice module when creating the invoice. If you have a payables invoice that is the same every month you can set up the re-occurrences under the Reoccur tab. Simply click the checkbox labeled ...