Customer recurring invoice

A customer recurring invoice is a recurring invoice with the billing information specific to a customer.

The options that you select for a master recurring invoice is set to default in the customer recurring invoice. To control billing for a specific customer, you can override these options.

Many required invoice or invoice line entries are blank at the recurring invoice or template level. This is because a master recurring invoice template is not an official invoice so the concept of what is required and not required does not apply.

Although the customer recurring invoice template more closely resembles a real invoice, it may also lack required invoice or invoice line entries. Any blank invoicing type field at the customer recurring invoice level will be assigned a value (customer default) at the time of invoice creation.

You can use the Billing application to record the bill date at the customer recurring invoice.

You can create a customer recurring invoice for up to 10 customers at once.