Creating recurring invoice items
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Select .
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Open an invoice record.
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On the Invoice Items tab, click
Create.
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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.
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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.
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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
.
- Tax code
- Select a code representing a specific tax
information.
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In the Reference Fields section, select a project to recognize revenue with the
customer
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Click Save.