Autocount Module :
Recurrence (Sales and Purchase)

Create and generate recurring transactions, like sales or purchase invoices

Introduction Of AutoCount Recurrence (Sales and Purchase) Module:

The AutoCount Recurrence Module makes it simple for businesses to handle repeat transactions. When this module is turned on, approved users can effortlessly create and generate recurring transactions, like sales or purchase invoices, at daily, weekly, monthly, or yearly intervals.

How to Use ?

Tutorial Video

Let's explore the key features and benefits of this powerful module.

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Automated Recurring Transactions:

The Recurrence Module stops the need to make transactions by hand. It lets approved users create repeating transactions automatically. This helps save time and work, making sure that repeat transactions are billed correctly and on time.

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Flexible Billing Frequencies:

Businesses can pick how often they want to bill – every day, week, month, or year – depending on what works best for them. This flexibility gives them exact control over when transactions happen and helps them manage their money better.

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Streamlined Transaction Management:

The module gives one central place to handle repeating transactions. Users who are allowed to can simply pick when these transactions start, when they end, and how often they happen. This makes things organized and easy to control.

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Taking SMEs to the Next Level of Business Excellence

With over 50 modules and 100 plugins to choose from, AutoCount System offers a wide range of options for small and medium-sized enterprises (SMEs). It helps businesses accelerate their growth and ensures that you can’t go wrong with its diverse selection. Choose AutoCount to take your business to new heights with its tailored solutions for accounting, inventory management, sales, and more. Trust in AutoCount’s extensive offerings to meet your specific business needs effectively.

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How AutoCount Recurrence (Sales and Purchase) Module Works:

Recurrence Setup:

Users can name the repeat transaction, pick how the document number looks, and choose the customer account(s) where these repeat transactions will be made. With this module, you can link many customer accounts to one repeat transaction.

Recurrence Setup:

  • Debtor Account

    Select the Debtor(s) for the recurrence to happen

  • Recurrence Pattern

    you can control the frequency of the recurrence to happen; Either Daily, Weekly or Monthly.
    you also have the flexibility to set it yearly quarters.
    e.g. under "monthly" add 3 for "for every 3 months"

  • Generate Next Recurrence Date

    This generates the dates for process to occur. this allows you to identify and assign Active Recurrence and Inactive Recurrence. This list also shows the amount of time recurrence occurs.

  • Inactive Recurrence

    First, select the date(s) that you want Recurrence NOT to happen, and click "Inactive Recurrence" for the changes to occur. "Inactive Recurrence by Acc no." allows you to select individual debtors for recurrence not to happen. This feature makes sure the specific process does not occur on selected dates or debtors

  • Automatic Create

    This feature is important if you want the recurrence to happen to particular user, for example, you check the box "Automatic Create" and select the user (Admin) under the "Recurrence User" section. Now for the invoice will be created automatically for the Admin.

  • Occurrences

    This feature allows you to have the number of times the process should in a given period of time. For Example, if you put 12 occurrences, AutoCount will create the invoice 12 times in given time period.

Period Settings:

Businesses can pick how often something happens (like every day, every week, every month, or every year) and decide when it starts and stops. You can even choose things like every “x” number of days, certain days of the week, or specific dates in a month.

Range and End Date Options:

Users can decide when something starts and stops happening by choosing a start date and an end date. The end date can be set as a specific date or after it has happened a certain number of times. This gives you the freedom to control when bills are sent out.

Automated Invoice Generation:

After you’ve set up the repeating bills, the system makes invoices by itself at the times you chose. This means you don’t have to do it by hand, which makes billing smoother and faster.

Recurrence Management:

AutoCount Recurrence module has a user-friendly screen to handle repeating transactions. People who are allowed to use it can easily get to it and change how things repeat when they need to. This helps the system be flexible and adjust to what the business needs at any time.

Conclusion:

The AutoCount Recurrence Module makes managing repeat transactions easy. People who are allowed to use it can set up and create invoices without doing it themselves. It can be done at different times, making it simpler to manage and helps the business save time and manage money better. You can try AutoCount Recurrence Module to see how it makes doing these transactions easier, so your business can grow and make customers satisfied.

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