Recurring invoice frequency control

You can control the frequency of recurring invoices with frequency options such as billing on an annual, quarterly, monthly, semi-monthly, or weekly basis.

You can also define a non-standard cycle code for recurring invoices.

This table shows the parameters that you are required to define for each frequency option:

Option Field to be defined
Bill by a non-standard frequency A cycle code
Bill on an annual basis Bill month (1-12) and a bill day (1-31)
Bill on a quarterly basis Bill month (1-3) and a bill day (1-31)
Bill on a monthly basis Bill day (1-31)
Bill on a semi-monthly basis Bill day (1-15)
Bill on a weekly basis Bill day of the week
Note: If you define the bill day frequency to be 31, then the customer is billed on the last day of each month.

A cycle code is a non-standard frequency that you use to create and bill invoices. For example, you can define a cycle code to assign to recurring invoices. The cycle code is used to create the recurring invoices every three weeks, the second Tuesday of every other month, or another non-standard frequency that you use.