Defining a customer recurring invoice

This procedure shows you how to define customer recurring invoices.

Procedure flow: Defining customer recurring invoices

Follow these steps to define a customer recurring invoice.

  1. Access Customer Recurring Invoice (BL31.1).
  2. Select which company you want to define a customer recurring invoice.
  3. Specify or select the master recurring invoice identifier and description.
  4. Select the customer.
    Note: You can define different frequency dates in the customer recurring invoice as long as the dates are within the date range defined in the master recurring invoice.
  5. Define or maintain the parameters for the customer recurring invoice:
    1. On the Main tab, specify or select process level. Select the current billing, start date, and stop date.
    2. On the Billing tab, select billing information such as currency, bill-to address, payment terms, and an activity and account category for the revenue account.
    3. On the Payment tab, select payment information such as tax exempt status, tax code, electronic payment type, and electronic payment account.
    4. On the Sales Data tab, select the sales territory and sales representative information. Specify the commission rate.
    5. On the User Fields tab, specify the dates that you want to track in addition to the dates tracked by the application and a customer purchase order number to associate with this customer recurring invoice.
    Note: These dates are sent by the application to the application. The purchase order number is set to default in the invoices you create in Create Recurring Invoices (BL130).
  6. Click Add.
  7. To add or maintain line items to the customer recurring invoice, go to Customer Recurring Invoice Items (BL31.3).
    Note: Line item information that you specify in the master recurring invoice level is set to default in the customer recurring invoice level. You can maintain line item information to both levels.
  8. To go to Customer Recurring Invoice Add-On Charges (BL31.2) and assign add-on charges to a customer recurring invoice, click Add On Charges from Customer Recurring Invoice Add-On Charges (BL31.2).
  9. To go to Customer Recurring Invoice Comments (BL32.3)) and add comment text and standard comments to the customer recurring invoice, click Comments.
  10. Click Change.
Related topics