Accounts Receivable > Invoice > Recurring AR Invoice

The Generate Recurring AR Invoice function allows you to generate recurring invoices using the templates that you have created using the Recurring AR Invoice Setup function, except in the following instances:

•The recurring invoice template is inactive.

•The date of the invoice generated from the recurring invoice template is earlier than or equal to the end recurring date specified in the template.

Note: You must activate the Automatic feature in Receipt Numbering in order to use this function. To activate this feature, access the AR Module Setup function.

To generate invoice(s) from a recurring invoice template, perform the following procedures:

1.Access the Generate Recurring AR Invoice function from the Recurring Entry group in the Transactions menu of the Accounts Receivable module.

Note: If you activated the multi-currency feature, you will be prompted to update the currency exchange rates because the system will use the exchange rates that you have set up in the Currency Code Maintenance function. Click the Yes button to proceed with the generation of recurring invoice(s); otherwise, select the No button.

2.In the Selection Criteria section, you may click the Expand () button to display the available filter options for which you want to generate the recurring invoice(s).

Note: The Last Generated Invoice Date fields refer to the latest period during which you have generated recurring invoices; however, this information does not relate to the customer(s) for whom regular invoices are created.

3.Review then accept or amend the values in the Generate Invoice Date field. In the field, enter the dates for which you want to generate the recurring invoice(s).

4.In the Customer # field, enter the range of customer numbers for whom you want to generate recurring invoices.

5.When you are satisfied with the criteria that you have entered, click the OK button. The recurring AR invoices that meets the conditions specified in the Selection Criteria area are displayed in the grid.

6.Mark the checkbox that corresponds to the recurring invoice you want to generate. Unmark the checkbox if you do not want to generate the invoice from the template.

7.When you are ready, click the Generate button in the function toolbar. When it is completed, a message box will appear containing information on the total number of invoices as well as the total amount of the generated invoices. Click the OK button to close the message box.

Q. I generated recurring invoice transactions using the Generate Recurring AR Invoice function. Why is the sale price in the recurring invoice different from the price specified in the recurring invoice template?

A. If the Fixed Price checkbox is not marked when the recurring invoice template is created the system will use the Unit Price value reflected in Inventory Maintenance. To use the sale price entered in the recurring invoice template, mark the Fixed Price checkbox in the Information tab of the Recurring Invoice Setup function.

Generate Recurring AR Invoice

Generate Recurring AR Invoice

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