Basically, in the description, we explain the payment for which month. Example, we put on the description “Tuition Fee for January 2016,” and by the end of the January, we send out another invoice with the description “Tuition Fee for February 2016” and so on. If we just simply put “Tuition Fee” on the description and let it auto generate, we would come into many problems such as needing to explain to the students or the parents about the payment for which month. Due to the human nature, not all can grasp the date on the invoice as for which month. For that reason, we have to be specific to convey messages to get the payment in. Furthermore, we do have overdue invoices, specific description helps us identify what is overdue.
Secondly, we also edit the Due Date. Our payment due date falls on the 10th of every month. The problem with the Recurring Sales Invoice, the Due Date is based upon the “Days after issue date.” We have to calculate the number of days on which it will fall on the 10th. In a certain month, the calculation of the number of days is off by 1 day because of the 30 and 31 days months. When it falls on that certain month with a 1 day off, we have to go one by one to correct the number of days to ensure it will be on the 10th.
These are the reasons why I requested for the Batch Create and Batch Update. By using Excel, we could quickly edit the changes on the data of the Recurring Sales Invoice. We don’t need to go through one by one making changes.