Recurrence
Recurrence refers to the process of repeating a certain event or action at regular intervals. In the context of systems and software applications, it typically involves setting up events, tasks, or transactions that need to occur repeatedly according to a specified schedule.In business applications, recurrence is used to automate and manage regular transactions or activities without manual intervention each time they occur. This helps in maintaining consistency, reducing manual workload, and ensuring timely execution of important tasks.In our system, recurrence is primarily used for invoice and task.
Recurring Invoices: Automatically generating invoices for subscriptions or services on a regular basis (e.g., monthly, quarterly).
Maintenance Tasks: Planning and executing regular maintenance activities for systems.
To set up recurrence for invoices and tasks, follow these steps:
1. Navigate to the Invoice or Task view.
2. Click on the Repeat icon.
3. This will open the Recurrence Setup window.Enter the required details for the new recurring,
- Periods: The frequency of recurrence (e.g., daily, weekly, monthly).
- Periods Count: The specific interval at which the event recurs (e.g., every 2 weeks, every 3 months).
- Start Date (Begin): The date when the recurrence starts.
- Next Due Date: The upcoming date when the next occurrence is due.
- Never Expires : Some Recurrence transaction may not know when its expires,so such kind of transaction put it Never Expires, later you can modify
- End Date: The date when the recurrence ends (if applicable).
By following these steps, you can easily automate the scheduling of invoices and tasks within the system.