I can't figure out how to set up a recurring sales invoice. This might be really simple but we received no training with this new software, just some manuals that are not super helpful. I am trying to bill someone the same amount every month as a management fee so there is no inventory involved. However, I also want an invoice to be created to send to them. We also have the Soft4Real estate plug in if that helps at all. Below is some stuff I tried so far but if you know what to do then you probably don't need to read it.
When I go to "Create recurring sales invoices" (Under Sales and marketing--> order processing), a page with filters pops up and I have no idea where that is pulling from.
I tried creating a regular sales invoice that doesn't recur and I couldn't even get that to work. I tried just adding a TYPE: "Charge (Item) that I had to create, but after I select it I get the error "The General Posting setup does not exist. Identification fields and values: Gen Bus. Posting Group=",Gen. prod. posting group="". I created a General Prod. posting group when I made the item charge so I don't know why it's blank. on the error, and linked that group to a G/L account in "General Posting Setup" I also don't know how to get it to hit the G/L accounts.
Then I tried just putting in the journal entry lines I wanted and that didn't work. I've also done a bunch of other stuff with standard sales lines and recurring G/L entries that I found from googling, but always run into errors. I have no idea if I'm just doing something wrong or am in the wrong place.
I thought doing something through the service journal might work but I didn't know how to make those recurring, I only say that for the G/L.