Defining customer recurring invoices

Access Customer Recurring Invoice (BL31.1).

Select the company.

Specify the master recurring invoice identifier and description.

Select the customer.

Note: You can define different frequency dates in the customer recurring invoice as long as the dates are within the date range defined in the master recurring invoice.

Define or maintain the parameters for the customer recurring invoice. Consider these tabs:


Main	Specify the processing information, such as process level, start and stop dates, and current billing date.
Billing	Specify the billing information, such as currency, bill-to address, payment terms, and an activity and account category for the revenue account.
Payment	Specify the payment information, such as tax exempt status, tax code, electronic payment type, and account.
Sales Data	Specify the sales representative, territory, and commission information.
User Fields	Specify dates that you want to track in addition to the dates that the Billing application tracks. Billing sends these dates to the Accounts Receivable application. You can also enter a customer purchase order number to associate with this customer recurring invoice. The purchase order number then defaults onto invoices created by running Create Recurring Invoices (BL130).

Note: Line item information entered at the Master Recurring Invoice level defaults to the Customer Recurring Invoice level. You can maintain it at either level.

Select the Add form action.

To add or maintain line items to the customer recurring invoice, transfer to Customer Recurring Invoice Items (BL31.3).

To assign or maintain add-on charges to the customer recurring invoice, click Add On Charges. You are transferred to Customer Recurring Invoice Add-On Charges (BL31.2).

To add comment text or standard comments to the customer recurring invoice, click Comments. You are transferred to Customer Recurring Invoice Comments (BL32.3).

Select the Change form action.