Recurrent Invoices

On this page:

Menu Path: Choose Billing & Receipts, then choose Miscellaneous Billing, then choose Customers. Select Customer Information

Use the Recurrent Invoice page to add, remove, and update recurrent invoices and generate a recurrent invoice report for the customer. Recurrent invoices are scheduled invoices that are to be sent in scheduled intervals.

For more details, refer to Recurrent Invoices.

Add Recurrent Invoices

Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
Select the desired record, then click Actions on the action bar. Choose Recurrent Invoice.
Click Add New.
Complete the fields as needed on the Invoice Information, Line Item Details, and Line Item Distribution tabs. For details, refer to the Fields section below.
Click OK.

Update Recurrent Invoices

Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
Select the desired record, then click Actions on the action bar. Choose Recurrent Invoice.
Select the desired invoice record, then click OK.
Update the fields as needed. For details, refer to the Fields section below.
Click OK.

Delete Recurrent Invoices

Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
Select the desired record, then click Actions on the action bar. Choose Recurrent Invoice.
Select the desired invoice record, then click Delete.
Click Yes.

Invoice Information Tab Fields

Field	Description
Service Code	Select the service code for the customer.
Invoice Status	Select: Active Inactive
Service Address Code	Enter the customer service address code.
Payment Terms Code	The value defaults to the assigned payment terms in the customer's record but you can select a different value. Select: 10 - Net 10 Days 30 - Net 30 Days 45 - Net 45 Days REC - Upon Receipt
P.O. Number	Purchase order number to display on the invoice.
Comment	Comments about the invoice to be printed on reports.

Recurrent Invoice Information Section

Field	Description
Start Date	Starting date of the invoice recurrence.
End Date	Ending date of the invoice recurrence.
Billing Cycle	The billing cycle for the invoices.
Number of Invoices	The number of invoices to bill.
Day in Month	Day of the month that will be billed.

Line Item Details Tab Fields

This section contains the following buttons:

Save Item - Save the item to the invoice.
View Details - Access the Line Item Details List section so you can select different items.
Delete Item - Delete the item from the invoice.
Move Up - Moves the item up on the invoice list.
Move Down - Moves the item down on the invoice list.

Field	Description
New Item?	Select if you are entering a new item in the invoice. Otherwise, leave blank.
Item Number	Identification number of the item in the invoice.
Item Type	Select: Blank - Inserts a blank line. Description - Enter a description of the item. Item - Select an item from the Items table.
Item Code	If you select Item for the Item Type, select the code identifying the type of the item. Select from the system-defined list or leave blank to enter a free-form item. The selection auto-fills the Description, Unit Name, Sales Tax, and Unit Price fields.
Description	The description of the item.
Unit Name	Name of item units to be grouped in.
Sales Tax	Select if the item is taxable. Otherwise, leave blank.
Quantity	Enter the number of items purchased in the invoice.
Unit Price	Price per unit: For Item, this defaults based on the Item Code. For Description, enter the price.
Distribution	Select: Default - The system uses the accounting information associated with the Service and Item record. Table - Select a Distribution Type in the Table Key field. Percent - Enter percent values in the Line Item Distribution tab. Amount - Enter amounts in the Line Item Distribution tab.
Table Key	Keycode identifying a distribution in the Distribution Definition table. These codes are set up in the Distribution Definitions table.

Line Item Distribution Tab Fields

This section contains the following buttons:

Save Distribution - Save the distribution to the batch invoice.
View Distributions - Display the Display Mass Invoice Distributions page and view the Distribution details. This page displays the same fields as the Distribution tab, but the layout is different and these are all display only.
Delete Distributions - Clear the fields in the Line Item Distribution tab. You must then re-enter the field date.

Field	Description
New Item?	Option to define the item as a new item. If selected, the rest of the fields in this section will clear, and the data must be entered manually.
Sequence Number	Number identifying the sequence for the invoice. This number increases with every distribution for this invoice.
Revenue Organization	Revenue organization for the line item.
Revenue Account	Revenue account for the distribution.
Project	Project for the distribution.
Project Account	Project account for the distribution.
Percent	Percent of the amount due for this distribution. 100 = 100%.
Fund	Fund the accounts reside in. The default is the value in the associated service record.
AR Account	Accounts receivable account to be debited during billing and credited during payments.
Cash Account	Cash account to be debited during payments.
Tax Fund	Tax fund for the distribution. This defaults to the fund associated with the service record. This is only available if the Sales Tax option on the Line Item Details tab was selected.
Tax Account	Tax account for the distribution. This is only available if the Sales Tax option on the Line Item Details tab was selected.
Tax AR Account	Tax accounts receivable account. This defaults to the fund associated with the service record. This is only available if the Sales Tax option on the Line Item Details tab was selected.
Tax Cash Account	Tax cash account. This defaults to the fund associated with the service record. This is only available if the Sales Tax option on the Line Item Details tab was selected.