| How to process recurring invoices in Accounts Receivable |
Resolution | Process the recurring invoice Step 1: Create the recurring invoice - Select AR, Transactions, Recurring Invoices, Maintain.
- Select the customer and complete the invoice fields.
- Enter the month to post this invoice if using a cycle other than 'Monthly'.
- To print or reprint the recurring invoice, check the 'Print or E-mail copy' check box.
NOTE: If the box is unchecked, you can't print or reprint the invoice.
 - Click the Distribution button, then enter an amount in the Sales account field. Add Sales tax, if applicable.

Step 2: Posting the recurring invoice You can post a recurring invoice automatically or manually. To avoid duplication of posting, you must use one or the other.
▼ Post recurring invoices during month-end close - During the month-end close, a prompt displays to Print Recurring Invoices.
CAUTION: Using the Utilities, Company Close option, the recurring invoices will post automatically. You won’t receive the prompt to post the invoices. - Select Yes to print or E-mail the invoices.
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▼ Print the recurring invoice after month-end close - Select AR, Close, Print Recurring Invoices.
NOTE: Make sure you’ve selected the Print or E-mail copy selection on the recurring invoice. If the box is unchecked, the invoice doesn't print and you won't be able to reprint. ▼ Edit a recurring invoice - Select the desired recurring invoice.
- Choose the field you wish to edit.
- Make the desired change, then click Save.
If you wish to edit the Recurring ID, click the rename button and enter the new ID. [BCB:163:Chat BusinessWorks US:ECB] |
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