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Recurring Invoice Demonstration

Recurring invoicing allows you to automatically create invoices at daily, weekly, monthly, bi-monthly, Quarterly, Semi-Annual or Annual intervals.                                                                                                                                              

To create an auto invoice with recurring billing follow these steps:

 

  1. Create a Master Recurring Invoice.
  2. Define Start Date, the Occurrences Frequency and No. of Occurrences.
  3. Optionally “Generate Schedule” if you wish to amend the invoice date and/or Description. If you wish to create the Invoice with Description containing the “Merge Code” you should click “Create Schedule” as well.
  4. Save. The first invoice will appears in AR – Input – Invoice, as created as unposted invoice at Start Date defined in Step 1.

 

Create a Master Recurring Invoice.

  1. Go to ERPro -> Accounts Receivable -> Maintenance -> Recurring Invoice
  2. Click New to create a new Recurring Invoice
  3. Input everything just like input a normal invoice

Define Start Date, the Occurrences Frequency and No. of Occurrences.

 

  1. Select the Start Date (i.e. the First Invoice Date). Start Date cannot less than or equal to Business Date.
  2. Select the Frequency (daily, weekly, monthly, bi-monthly, Quarterly, Semi-Annual or Annual)
  3. Input the No. of Occurrences. (i.e. number of times that this invoice will be generated)

 

Generate Schedule.

You can optionally click Generate Schedule if you wish to amend the invoice date and/or Description.

If you wish to create the Invoice with Description containing the Merge Code you should click Create Schedule as well.

 

“Merge Code” can be

[YYYY] - Invoice Year

            [MMM] - Invoice Month in JAN, FEB, MAR, etc. format

            [MM] – Invoice Month in 01, 02, 03, etc. format

 

 

The Invoice created from Recurring Invoice

The Source of the Invoice created from Recurring Invoice is Recurring and the Status is Unposted.

 

Invoice History

Use Invoice History Tab in Recurring Invoice to find the Invoices created from this Master Recurring Invoice.

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