Defining a customer recurring invoice

This diagram shows how to define customer recurring invoices:

Procedure flow: Defining customer recurring invoices

  1. Access Customer Recurring Invoice (BL31.1).
  2. Select which company to define a customer recurring invoice.
  3. Specify or select the master recurring invoice identifier and provide a 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. Click the Billing tab and select billing information such as currency, bill-to address, payment terms, and an activity and account category for the revenue account.
    3. Click the Payment tab and select payment information such as tax exempt status, tax code, electronic payment type, and electronic payment account.
    4. Click the Sales Data tab and select the sales territory and sales representative information. Specify the commission rate.
    5. Click the User Fields tab and specify the dates 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