Creating customer recurring invoice lines

  1. Select Manage Processing > Customer Recurring Invoices.
  2. Open a customer invoice record.
  3. On the Lines 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.
    Sell UOM
    Select the sell unit of measure.
    Action Code
    If you select Spread Quantity, then the Total Quantity field is available.
    Total Quantity
    If Spread Quantity is selected in the Action Code field, then specify the total quantity to spread.
    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.
    Selling Price UOM
    Select the pricing unit of measure for the time 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.
    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.
    Tax Exempt code
    Select whether the recurring invoice is Exempt or Taxable.
    Tax code
    Select a code representing a specific tax information.
  5. Click Save.