Creating mass customer recurring invoices

You can create customer recurring invoices for up to 10 customers at the same time.

  1. Access Recurring Invoice Customer Mass Create (BL31.7).
  2. Select which company to mass create a customer recurring invoice.
  3. Define the master recurring invoice.
    See Defining a master recurring invoice.
  4. Specify or select customers to create the recurring invoice.
  5. Click Add.
  6. To create recurring invoices for a period, go to Create Recurring Invoices (BL130).
    Note: You can also use Create Recurring Invoices (BL130) to create recurring invoices in an unreleased status and real invoices that you must release. Real invoices are numbered with RI prefixes that you defined at the company or process level. If an error exists, an error listing is created in the Billing application and the invoice is not created. Before you can print, you must release the invoices.
  7. Optionally, go to Recurring Invoice (BL30.1) to create and maintain unreleased invoices.
    To complete the invoicing creation process, you must print the invoice and update the subsystems.

    See Print and update invoices and credit memos.

    Note: Once you print the invoice, you cannot make any changes.