Managing quantities on recurring invoices

Use this procedure if the items or add on charges for the invoice are automatically reset to zero at the end of each period.
  1. Select Manage Processing > Customer Recurring Invoices.
  2. Open an invoice record.
  3. On the Lines tab, select a line record.
  4. Specify the Quantity to be billed.
  5. Click Save.
  6. On the Add On Charges tab, select an add on charge.
  7. On the Main tab, specify this information:
    Skip
    Select this check box if the customer has no add on charges on the period.
    Frequency
    Select the billing frequency to determine how often a customer is billed. If you select a user-defined frequency, then the bill date is equivalent to the user-interface bill date.
    Cycle Code
    Specify a cycle code to group recurring invoices for creation at a level lower than frequency. For example, specify cycle 1 to represent the first week of a month in monthly billing frequency.
  8. Click Save.
    Additional information can be added as needed.