Creating customer recurring invoice lines
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Select .
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Open a customer invoice record.
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On the Lines 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.
- 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.
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Click Save.