AR recurring invoice expression keywords

AR recurring invoice expression keywords

The following keywords are available in expressions for AR recurring invoice descriptions:

Keyword Value
<Period Number> The GL calendar period number
<Period Description> The GL calendar period description
<Period Year Code> The GL calendar year code
<Period Year Description> The GL calendar year description
<Period Begin Month> The numeric month (1-12) of the GL calendar period begin date
<Period Begin Month Name> The name of the month of the GL calendar period begin date
<Period Begin Day> The numeric day (1-31) of the GL calendar period begin date
<Period Begin Year> The numeric year of the GL calendar period begin date
<Period End Month> The numeric month (1-12) of the GL calendar period end date
<Period End Month Name> The name of the month of the GL calendar period end date
<Period End Day> The numeric day (1-31) of the GL calendar period end date
<Period End Year> The numeric year of the GL calendar period end date

The Current, Previous, and Next qualifiers can be used in front of a keyword to generate values from related periods.

Examples

  • Suppose you want to generate an AR invoice once a quarter with a description like "Qtr 1 (January - March)". To do so, you would use the "Quarter" GL calendar on the recurring invoice and the following invoice description:

    Qtr <Period Number> (<Period Begin Month Name> - <Period End Month Name>)

  • Suppose you want to generate invoices at the end of the month to collect payments for services to be provided the following month. You want a description like "Services - July, 2015". Use the "Monthly" GL calendar and the following invoice description:

    Services - <Next Period Begin Month>, <Next Period Begin Year>