Managing item quantities on recurring invoices

If the items or add-on charges for the invoice are automatically reset to zero at the end of each period, then you can manage quantities on recurring invoices.

You can only manage the item quantity or add-on charges on recurring invoices if you select the zero-after option during company setup.

Follow these steps to set the new quantity or add-on charge for an item to each recurring invoice:

  1. Access Recurring Item Quantity Entry (BL33.1).
  2. Select the billing frequency of the item quantity that you want to apply in a recurring invoice.
  3. Specify the cycle code that you can use to group recurring invoices for creation at a level lower than frequency.
  4. Select or specify the item for which you want to manage item quantity.
  5. Specify the item quantity you want to bill this period.
  6. Select whether to skip add-on charges this period. Select Yes if the customer has no add-on charges this period.
  7. Click Change.
  8. Go to Create Recurring Invoices (BL130) to create recurring invoices for a period.
    Note: BL130 creates recurring invoices in an unreleased status. If errors exist, the Billing application creates an error listing and does not create the invoice.
  9. Use Recurring Invoice (BL30.1) to optionally maintain the unreleased invoices created.
  10. Release the recurring invoice.
    To Use
    Release the invoice when it is correct Invoice Entry (BL20.1)
    View, change, and release a batch of recurring invoices Batch Control (BL29.1)
    Release an invoice batch Invoice Batch Release (BL120)
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