Summary
Accounts Receivable allows for the creation of monthly, bi-monthly, quarterly, semi-annual, or annual recurring invoices in Sage BusinessWorks.
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.