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Recurring Invoice To Customer

Warren Hamilton
Warren Hamilton
  • Updated

Create recurring invoices to a specific customer. This involves setting invoice details and adding invoice items including charge type, description and amounts.




1. From the homepage, go to Finance module.

2. Navigate to the Accounts Receivable and Recurring Invoice to Customer.




1. Click the Create New button.

2. Select the Business Entity from the list.

3. Select the Customer and Customer Account.

4. Select the Billing Details.

5. Set the Invoice details:

  • Payment Term
  • Invoice Type
  • Revenue Recognition Method
    • On Invoice Date
    • By Bill Period
  • Invoice Description

6. Under Billing Recurrence, set the following:

  • Bill Period Start Date
  • Bill Period End Date
  • Fixed/Floating
    • Date & Interval
  • Invoice Date
  • Invoice Generation Date
  • Invoice Creation Option
  • Position Assignment

7. Under Recurring Charges, set up the recurring charges:

  • Click the Add button.
  • Set the Invoice Item:
    • Invoice Type
    • Charge Type
    • Revenue Recognition Rule
    • Unit Type
    • Quantity
    • Note: GL Account, Description and Tac Code will be automatically be populated when you select the Charge Type. Auto-computation of the Amount and Tax based on the Unit Price inputted.
  • Once done, click the Update button.

8. Under Billing Schedule, click the Refresh button to generate the billing schedule for the recurring invoices.

9. Once done, click the Submit for Approval button.



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