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Recurring Billing
The
Recurring Billing task allows the creation of invoices from work orders created using the
Recurring Billing action found in the
Invoices screen. The desired
Recurring Billing Work Orders are selected and invoiced from a displayed list of open
Recurring Bill work orders.
Select Recurring Billing from the Navigation Bar or from the Drop Down Menu Accounts Receivable.
Create Recurring Billing
This is the Create Recurring Billing dialog window.
Selection box: Select/deselect the box in the heading to select/deselect all of the recurring invoices displayed. You may also select/deselect the box by individual recurring invoice.
ID: The Recurring Bill work order number used to create the recurring invoice. Select this link to display the Recurring Bill Work Order.
Customer: The customer name.
Last Date: The last date the recurring invoice was created.
Next Date: The next date the recurring invoice is to be created.
Bill Period: The billing period selected when the recurring order was set up (weekly or monthly).
Amount: The total amount of the invoice.
Invoice:
Select the (Create Invoices) button to create the Recurring Billing invoices.
This confirmation screen is displayed showing the number of Recurring Invoices created.
Select OK to continue.
The Last Date field is then updated for each Recurring Billing work order from which an invoice was created.
Note: No Recurring Billing work orders will be displayed in the Create Recurring Billing dialog window if there are none to be invoiced.