Create a billing schedule that will back date the first invoice/cash sales of the sales order

Example: The customer wants the first invoice/cashsale to be dated 5 days before the date of the sales order.

 

1.       Go to Lists> Accounting > Billing Schedule > New

2.       Assign thefollowing:

o       Type = Standard

o       Initial Amount = 0.00

o       RecurrenceFrequency = Custom

3.       Enterinformation in the fields in the middle of the page to define the frequency

o       If there are numbered steps which must follow these bullets, it is bestto start the numbered line first. Count = -5. Assign Days in theUnits column. The Relative to Previous can be left unmarked andassign the appropriate value in the Amount column.

o       Select the appropriate value under the Count, Units and Amountcolumns for all the succeeding lines.

o       Put a checkmark on the Relative to Previous checkboxes for allthe succeeding lines.

o       Hit Save.