Accountants Enterprise only
You can use Bookkeeping > Creditors > Creditors Invoice to create standing orders from any of your purchase orders.
Select Bookkeeping > Creditors > Creditors Invoice on the main menu. The Creditors Invoice window opens.
Select the Company from the drop-down.
Find and open the supplier by clicking the ellipse button on the Supplier field to open the Find Supplier window (See Finding and opening suppliers). The selected supplier is displayed in the Supplier field of the Creditors Invoice window.
Enter the Date in the format dd/mm/yyyy or select it from the drop-down calendar.
Enter the unique invoice Number.
This step is mandatory. The Number must be unique.
Enter a brief Description for the invoice. This field is limited to a maximum of 100 alphanumeric characters.
Click the Standing Order checkbox.
Enter the Amount.
Click the top row of the table. The information entered so far is displayed automatically.
Click the Nominal cell and select the Nominal Account from the drop-down. If a default nominal account has been set up, it will be displayed in this cell.
Click Post to submit the invoice. A message is displayed confirming that the invoice was submitted successfully.
Click OK to close the message window. The Add Standing Order Template window opens.
Enter the Next Date (dd/mm/yyyy) for the standing order to be generated.
Select the Frequency from the drop-down.
Enter the number of weeks that the standing order needs to be generated in the Entries field.
If you need to generate 52 weekly standing orders, enter 51 in the Entries field, as the first standing order will have already been generated.
Click the Auto Post checkbox. This will post supplier invoices automatically.
Click Yes to confirm the selection and close the message window.
Click OK on the Add Standing Order Template window.
Click OK to confirm and close the template creation message window.
Click Close. The Purchase Ledger Invoice window closes.
To view the standing order you just created, click Billing > Standing Order on the toolbar, then click Supplier Bills. The Standing Orders and Draft Bills window is displayed with the relevant standing order invoice listed.