Customer recurring invoice

A customer recurring invoice is specific to a customer and contains the billing information for the customer.

The options you select for a master recurring invoice default to the customer recurring invoice, but can be overridden to control billing for a specific customer.

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.

The Billing application records the bill date at the customer recurring invoice.

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