Use Generate Recurring to generate all the invoice cycles for a recurring invoice template. See also, Generate Recurring Customer Invoices for an explanation of generating one invoice at a time.
1. To access Generate Recurring, right click on the mouse in the header section of Recurring Customer Invoice.
2. You will be asked to provide a Starting Doc No. Prefix and Doc No. Value. If you do not enter a starting number, the last invoice number for the AR Account assigned to the Recurring Invoice will be used as the starting invoice number. Invoice numbers (Starting Doc No. Prefix and the Doc No.) may be a total of 15 characters in length. Click on the Save button.
3. You will be asked to confirm the generation of the customer invoices. Click on the OK button if you are ready to process the recurring customer invoice template.
4. For example, if you enter "JR-" as the Prefix and "1" as the Starting No., the customer invoices will be generated with the numbers displayed below. The Description assigned to the recurring invoice schedule information will be used as the default description for all invoices generated.
In this example, a monthly recurring customer invoice template was processed. The recurring invoice had 12 cycles and each invoice was to be dated on the 25th of each month.
