How to add a prefix to Recurring Invoices

Owned by Knowledge Assistant
Sept 19, 2023
1 min read



Description of Issue

Information to add a prefix to an invoice from the Recurring Invoices program within EERP



Context

  • EERP (Munis)

  • General Billing

  • Recurring Invoices



Cause




Resolution

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

  2. Select Search/Add

  3. Enter an AR Code from the dropdown (Required) 

  4. Enter the desired prefix in Recurring ID

  5. Click Accept



Additional Information

  • The word Prefix was changed to Recurring ID after version 11.3

  • Some Recurring invoice numbers repeat, so by entering a prefix, it will help Customers determine which invoice is current

  • Year is common for this field