How to process recurring invoices in Accounts Receivable

Process the recurring invoice

Step 1: Create the recurring invoice

1. Select AR, Transactions, Recurring Invoices, Maintain.
2. Select the customer and complete the invoice fields.
3. Enter the month to post this invoice if using a cycle other than 'Monthly'.
4. 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.
   
5. Click the Distribution button, then enter an amount in the Sales account field. Add Sales tax, if applicable.
   
   

Step 2: Posting the recurring invoice
 NOTE: You can post a recurring invoice automatically or manually. To avoid duplication of posting, you must use one or the other.
The steps below are for automatic posting. To post the invoice manually, see How to manually post recurring invoices in Accounts Receivable.  

• During the month-end close, a prompt displays to Print Recurring Invoices.
• Select Yes to print or E-mail the invoices.
   CAUTION: You will NOT be prompted to post the invoices when using the Utilities, Company Close option.