Defining a master recurring invoice

This diagram shows how to define a master recurring invoice:

Procedure flow: Defining a master recurring invoice
  1. Access Recurring Invoice (BL30.1).
  2. Select the company to define a master invoice.
  3. Specify or select the master recurring invoice identifier and provide a description.
  4. Define the parameters for the master recurring invoice:
    1. On the Main tab, specify or select processing information such as invoice type, process level, and location. Select the billing frequency, start date, and stop date.
      Note: The number of invoices you create is based on the start date in combination with either a stop date or a specified number of invoices.
    2. Click the Billing tab and select billing information such as currency, payment terms, price list, revenue activity, and account category.
    3. Click the Payment tab and select payment information such as tax exempt status and tax code.
    4. Click the Sales Data tab and select the sales territory and sales representative. Specify the commission.
    5. Click the User Fields tab and specify user-defined fields for the master recurring invoice.
  5. Click Add.
  6. To add line items to the master recurring invoice, go to Recurring Invoice Items (BL30.3).
  7. To go to Recurring Invoice Add-On Charges (BL30.2) and assign add-on charges to a master recurring invoice at the header level, click Add On Charges from Recurring Invoice (BL30.1)
  8. To go to Recurring Invoice Comments (BL32.1) and add comment text and standard comments to a recurring invoice at the header level, click Add On Charges from Recurring Invoice (BL30.1).
  9. To apply the add-on charges and comments in the master recurring invoice, click Change.
    You can use Recurring Invoice Listing (BL230) to list master recurring invoices.
Related topics