Managing quantities on zero-after line items for each period

You can manage quantities on recurring invoices if the items or add-on charges for the invoice are automatically reset to zero at the end of each period. This procedure shows you how to set the new quantity or add-on charge for an item for each recurring invoice.

You can only manage the item quantity or add-on charges on recurring invoices if you set the zero-after option during company set up.

Follow these steps to process recurring invoices:

Access Recurring Item Quantity Entry (BL33.1).
Select a company.
Select the frequency.
Select the cycle code.
Select the item for which you want to manage item quantity.
Specify the item quantity to be billed this period.
Select whether to skip add-on charges this period. Select Yes to indicate the customer has no add-on charges this period.
Select the Change form action.
Use Create Recurring Invoices (BL130) to create recurring invoices for a period.

Note: BL130 creates recurring invoices in an unreleased status. If errors exist, then the Billing application creates an error listing and does not create the invoice.
Use Recurring Invoice (BL30.1) to optionally maintain the unreleased invoices created.

Release the recurring invoice.


To	Use
Release the invoice when it is correct	Invoice Entry (BL20.1)
View, change, and release a batch of recurring invoices	Batch Control (BL29.1)
Release an invoice batch	Invoice Batch Release (BL120)