Creating recurring invoice items

  1. Select Manage Processing > Recurring Invoice Definition.
  2. Open an invoice record.
  3. On the Invoice Items tab, click Create.
  4. On the Main tab, specify this information:
    Line Type
    Select whether the line type is Inventoried, Non Stock, or Special.
    Item
    Select the item to assign to the recurring invoice line.
    Quantity
    Specify the quantity to be billed each period. This field is required if the Zero After Use field is not selected.
    UOM
    Select the sell unit of measure.
    Zero After Use
    Select this check box if the Quantity field in the customer recurring invoice line is cleared after the current invoice is created. This field is useful for charges that vary from invoice to invoice.
    Unit Price
    Specify the unit price for this item.
    Start Date
    Select a start date to indicate when the template has gone into effect. This field determines when a customer recurring invoice can be created.
    Stop Date
    Select a stop date. After this date, a customer recurring invoice can no longer be created. An existing customer recurring invoice can still be effective after this date.
  5. In the Sales Data section, specify this information:
    Territory
    Select a sales territory. Invoices for this recurring invoice have this territory code. If this field is blank, then the invoice territory is the default from the customer at the time of creation.
    Sales Representative 1
    Select the code that represents the primary sales representative. If this field is blank, the customer file is the default.
    Commission Rate 1
    Specify the commission rate of the primary sales representative.
    Sales Representative 2
    Select the code that represents the secondary sales representative. If this field is blank, the customer file is the default.
    Commission Rate 2
    Specify the commission rate of the secondary sales representative.
    Commission Split
    Specify the commission split.
  6. In the Tax section specify this information:
    Tax Exempt code
    Select whether the recurring invoice is Exempt or Taxable. If this field is blank, then the tax status is the default from the Customer Recurring Invoices.
    Tax code
    Select a code representing a specific tax information.
  7. In the Reference Fields section, select a project to recognize revenue with the customer
  8. Click Save.