Use this procedure if the items or add on charges for the invoice are automatically reset to zero at the end of each period.
- Select .
- Open an invoice record.
- On the Lines tab, select a line record.
- Specify the Quantity to be billed.
- Click Save.
- On the Add On Charges tab, select an add on charge.
- On the Main tab, specify this information:
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Skip
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Select this check box if the customer has no add on charges on the period.
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Frequency
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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.
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Cycle Code
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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.
- Click Save.
Additional information can be added as needed.