Recurring Customer Invoice

Recurring Customer Invoices allows you to setup and maintain repetitive customer billing that occurs on a scheduled periodic basis, such as monthly service or maintenance fees.

1.  Enter recurring invoice information and click on Save to save the recurring invoice template. See Invoice/Credit Memo documentation for a detailed explanation of each field on the Recurring Customer Invoice application.

NOTE: A unique Recurring No. is required for each recurring customer invoice template.  If you leave the field blank, when you save the recurring customer invoice, the next available number will be assigned an id with "RI" as a prefix and by adding one to the Last Recurring Inv. Doc Nbr in the Company Setup - Document Tab.

2. Use Schedule to setup the recurring invoice cycle information such as the number of billing cycles, day of month or week and when to start the recurring billing.

3.  Use Generate Recurring to create all of the invoices for a recurring invoice template. See also, Generate Recurring Customer Invoicesfor an explanation of generating one invoice at a time.

4.  Use Apply Changes to update any of the open or future invoices for the recurring invoice template with any modifications that you make to the template, after Generate Recurring has been processed.

5.  Use Find Recurring Customer Invoices to locate and retrieve an existing recurring customer invoice template.

6. Click Reports in the Toolbar to display the selection screen for the Recurring CI Invoice History report.  The Recurring Invoice ID will default to the Recurring No. you are currently viewing.  Click Preview to view a list of the invoices generated from the recurring invoice template. Drilldown to the invoice details is also provided.

See also, Currency and Recurring Customer Invoice screen.