Products/Purchases/Recurring Purchases - Revision history

Dcowan: added instalment outright purchase links

2021-05-06T23:51:47Z

added instalment outright purchase links

Scarpenter: Scarpenter moved page Product/Purchases/Recurring Purchases to Products/Purchases/Recurring Purchases: Made an error - left off the 's' in /Products when last moved

2016-06-22T05:36:34Z

Scarpenter moved page Product/Purchases/Recurring Purchases to Products/Purchases/Recurring Purchases: Made an error - left off the 's' in /Products when last moved

Scarpenter: /* See Also */

2016-06-22T04:39:07Z

‎See Also

Scarpenter: Created page with "= Overview = This article explains how to create a recurring purchase. Recurring purchases are designed to be a simple way to charge a customer a nominated fee at regular inte..."

2016-06-22T04:38:10Z

Created page with "= Overview = This article explains how to create a recurring purchase. Recurring purchases are designed to be a simple way to charge a customer a nominated fee at regular inte..."

New page

= Overview =
This article explains how to create a recurring purchase. Recurring purchases are designed to be a simple way to charge a customer a nominated fee at regular intervals for a period of time. Recurring purchased are a standalone feature with no integration with the rest of the Emersion system.

Before users can sell products, they need to be set up in the [[Products]] module and made available for sale.

= Create Recurring Purchase =

After [[Product/Purchases|starting the purchase process]], click on the ''Recurring Purchase'' tab. The following screen will be displayed.

[[File: Recurring-purchase.png|1200px|The Recurring Purchase screen]]

Under the ''Product Purchase'' section:
# Choose a '''product category''' from the list
# Choose a '''product''' from the list
# The '''price''' for the product will be populated automatically. This price will be used for the lifetime of the recurring product purchase.
# If the default ''product ledger code'' is not the one you want to use, choose the correct ledger code from the list.

Under the ''Purchase Configuration'' section:
# Select the first recurring purchase date. This is the date that the first recurring amount will be generated.
# Select an '''invoicing method'''.
## ''Create Invoice'' will
## ''Next Invoice'' will
# Select the recurring period length. This is the amount of time between a charge being generated by the system.

Under the ''Product Information'' section:
'''Serial/Product Instance Code''': If individual stock items for this product are being managed via the [[Products/Serialised_Products|product inventory]], and depending on the product's configuration, you may be required to do one of two things:
# select a product instance from the inventory
# Enter the serial number of the item.
If you are not using the inventory, leave this field blank.

Lastly, enter a '''purchase description''' for the cardline. When you are happy the information entered is correct, press the '''Submit''' button. A popup box will ask you to confirm or cancel the purchase.

=See Also=
* [[Products]]
* [[Serialised Products/Selling|Selling serialised products to customers]]
* Creating Products
* Instalment Plans
* Outright Purchases
* [[Account_Management/Customer_Screen/Purchase|See a customer's purchase history]]

@@ Line 33: / Line 33: @@
 =See Also=
 * [[Products]]
-* [[Products/Serialised Products/Selling|Selling serialised products to customers]]
+* [[Products/Serialised_Products/Selling|Selling serialised products to customers]]
-* Instalment Plans
+* [[Products/Purchases/Instalment_Plans|Installment Plans]]
-* Outright Purchases
+* [[Products/Purchases/Outright_Purchase|Outright Purchases]]
 * [[Account_Management/Customer_Screen/Purchase|See a customer's purchase history]]

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