Overview
You can access the Recurring Invoice Types add\ list from the AR: Recurring Invoices screen.
Use Recurring Invoice Types to group related invoices into a single category.
This will help you classify and manage your invoices.
Security
This add/edit list is part of the SYS Add Edit List ALL Security Group.
Security Features include the ability to:
- Deny Set Active\Inactive
- Deny Set Default
Tip: For more information see Security Groups Overview and Security Groups By Module.
Recurring Invoice Types add/edit list
Related Information
Key Functionality
ID
WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
Description
Use the Description field to assign a unique name to each Recurring Invoice Type.
Default
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.
X (Close)
Click X to return to the Recurring Invoice screen.