Defining a master recurring invoice

This procedure shows you how to define a master recurring invoice.

Access Recurring Invoice (BL30.1).
Select the company.
Add the master recurring invoice identifier and description.
Define the parameters for the master recurring invoice. Consider these tabs:

Main

Specify the processing information, such as invoice type, process level, location, billing frequency, and start and stop date.

Note: The number of invoices created is determined by the start date in combination with either a stop date or a specified number of invoices.

Billing

Specify the billing information, such as currency, payment terms, price list, and revenue activity and account category.

Payment

Specify the payment information, such as tax exempt status and tax code.

Sales Data

Specify the information on the sales representative, territory, and commission.

User Fields

Specify the user-defined fields for the master recurring invoice.
Select the Add form action.
To add line items to the master recurring invoice, transfer to Recurring Invoice Items (BL30.3).
To assign add-on charges to the master recurring invoice, click Add On Charges. You are transferred to Recurring Invoice Add-On Charges (BL30.2).
To add comment text or standard comments to the recurring invoice, click Comments. You are transferred to Recurring Invoice Comments (BL32.1).
Select the Change form action.

Related reports and inquiries


To	Use
List master recurring invoices	Recurring Invoice Listing (BL230)