Defining a master recurring invoice

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

Procedure flow: Defining a master recurring invoice

Follow these steps to define a master recurring invoice.

  1. Access Recurring Invoice (BL30.1).
  2. Select the company which you want to define a master invoice.
  3. Specify or select the master recurring invoice identifier and description.
  4. Define the parameters for the master recurring invoice:
    1. On the Main tab, specify or select processing information such as invoice type, process level, and location. Select the billing frequency, start date, and stop date.
      Note: The number of invoices you create is based on the start date in combination with either a stop date or a specified number of invoices.
    2. On the Billing tab, specify or select billing information such as currency, payment terms, price list, revenue activity, and account category.
    3. On the Payment tab, select payment information such as tax exempt status and tax code.
    4. On the Sales Data tab, specify or select the sales territory and sales representative. Specify the commission.
    5. On the User Fields tab, specify user-defined fields for the master recurring invoice.
  5. Click Add.
  6. To add line items to the master recurring invoice, go to Recurring Invoice Items (BL30.3).
  7. To go to Recurring Invoice Add-On Charges (BL30.2) and assign add-on charges to a master recurring invoice at the header level, click Add On Charges from Recurring Invoice (BL30.1)
  8. To go to Recurring Invoice Comments (BL32.1) and add comment text and standard comments to a recurring invoice at the header level, click Add On Charges from Recurring Invoice (BL30.1).
  9. To apply the add-on charges and comments in the master recurring invoice, click Change.

Related Reports and Inquiries

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