How to create GB Recurring Invoices

How to send customers monthly invoices?

• General Billing

• Recurring Invoices

The Recurring Invoices program generates general billing recurring invoices. Invoices created here are generated into Invoice Entry/Proof where they can be reviewed, updated, and posted to the general ledger.

To create a recurring invoice:

1. Navigate to General Revenues > General Billing > Invoice Processing > Recurring Invoices

2. Click Add.

3. Complete the necessary fields in the Invoice Header group. 

4. Use the Recurrence Pattern group to establish a recurrence schedule. The default value is Weekly. Selecting Monthly, Yearly, or Custom causes the screen to refresh and include defining fields applicable to the selected pattern.

5. Press Tab.
   The program displays the Invoice Detail tab.

6. Complete the necessary fields to add the charge detail lines for the invoice. To add additional lines, click Accept and then Add to complete the details for each.

7. For invoices requiring installments, press Tab to display the Installments Detail tab.

8. Define the number of installments and the number of days between each.

9. Click Accept.

10. To generate the invoice, click Generate.

11. On the Generate screen, click Define and complete the fields to create a group of invoices for processing.

12. Click Select.
    If the program finds errors, click View Errors to identify the incorrect invoices.

13. Once all invoices are correct and selected, click Create Invs.
    The program displays the Output dialog box.

14. Complete the output parameters to create a proof and then post the invoices to the Invoice Entry and Proof program.

Sales tax may be calculated on recurring invoices. The Sales Tax button in the Charge Codes program adds sales tax details to charge codes. When adding a detail line to a recurring invoice and the charge code is subject to sales tax, the program displays a sales tax use message. When  updating or deleting principal lines, the program recalculates sales tax lines. When updating or deleting sales tax lines, the program displays a warning and users must choose an option to continue.

• To view or maintain invoice details, click the Invoice Details tab and then use the Add, Update, Delete, or Modify Detail buttons to modify the details.

• To maintain the labels for user-defined fields, click the Recurring Invoices or Invoice Detail tab and then click User-Defined on the toolbar. For invoice detail-specific fields, select the Print checkbox for each field to include on a detail line of the invoice.

• To copy a recurring invoice, navigate to the invoice record to copy and then click Copy on the toolbar. The invoice is copied to a new recurring invoice record where you can manually enter a customer for the new invoice.

• To add or update general invoice comments, click Comments on the Recurring Invoice tab.

• To add or update detail invoice comments, click Detail Comments on the Invoice Detail tab.