Set a Recurring Invoice

Overview

When should I set a recurring invoice?

Set a recurring invoice for contracts billed on a specific time interval instead of for individual services.

Process

To Set a Recurring Invoice:

1. Search for and open the BillTo entity. See Search for an Entity.
2. Click Billing Configurations.
3. Click Recurring Invoice.

The Recurrence Invoice dialog box opens.

4. Click +Add New Record.

The Edit window opens. The Tenant and Payment Party are automatically added to the invoice based on the financial information on the entity.

5. Click Add new record to add a charge to the invoice.
6. Select the Service Charge.
7. Select the Rate Quantity Type.
8. Enter the Rate Quantity.
9. Enter the Rate. The Net Charge will calculate automatically.

10. Select the Service From/Service To period for the recurring charge. This must match the Recurrence set below.
11. Enter any other rating information required by the customer.
12. Click Update to add the rate to the invoice or Cancel to discard it.

13. Select the type of frequency occurrence (Weekly, Monthly, Yearly). This must match the Service From/Service To period set above.
14. Select frequency details (choices change according to the frequency type).
15. Select the Start Date from the date picker. The start date must be a valid day of recurrence.
16. Specify the end date options. An invoice will not be created on the selected end date.
17. Click Update to save the recurring invoice or Cancel to discard it.

18. Click the X in the upper right corner to close the window.

19. Click Save BillTo.

To Edit a Recurring Invoice:

1. Search for and open the BillTo entity. See Search for an Entity for details.
2. Click Billing Configurations.
3. Click Recurring Invoice.

The Recurrence Invoice dialog box opens.

4. Click Edit on the record to be updated. Scroll the window to the right if the Edit button is hidden.

5. Make changes to the invoice. All fields can be changed, and charges can be added or removed.
6. Click Update to save changes or Cancel to discard them.

7. Click the X in the upper right corner to close the window.

8. Click Save BillTo.

Result

The recurring invoice is saved. Charge invoices with the selected charges will be generated according to the selected recurrence schedule.