Creating customer recurring invoices

  1. Select Manage Processing > Customer Recurring Invoices.
  2. Click Create.
  3. Specify this information:
    Company
    Select a company number.
    Recurring Invoice
    Specify a master recurring invoice identifier.
    Customer
    Select a customer number to assign a recurring invoice.
  4. On the Main tab, specify this information:
    Process Level
    Select the process level which is the reporting hierarchy below company.
    Location
    Select a stock location within the company inventory. If the company uses location-based pricing, the you must specify an inventory location.
    Ship to
    Select the ship-to address for the recurring invoice.
  5. In the Processing Dates section, specify this information:
    Start Date
    Select a start date to indicate when the customer recurring invoice 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.
  6. In the Billing section, specify this information:
    Currency
    Select the company's base currency code. If the company cannot use multiple currencies, then the currency you specify must be the base currency.
    Bill To
    Select the customer bill to address.
    Payment Terms
    Select the payment terms code.
    Hold Code
    Select the hold code to the customer recurring invoice.
  7. In the Payment 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.
  8. In the Electronic Payment Data section, specify this information:
    Electronic Payment Type
    Select the electronic payment type for the customer recurring invoice.
    Account
    Specify an electronic payment account.
    Expiration Date
    Select the expiration date for the electronic payment
  9. 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.
  10. Click Save.
    The Lines, Add On Charges, and Comments tabs are now available.