Accounts Receivable > Invoice > Recurring AR Invoice > Set Up Recurring AR Invoice Template

The Recurring AR Invoice Setup function allows you to set up templates with which to generate invoices for recurring transactions. You can automatically generate recurring invoices from the templates that you have created in this function through the Generate Recurring Invoice function.

Various drillable fields are available in this function. When you click any drillable fields in this function, the corresponding Maintenance window is automatically displayed. If the Inventory Control module is not activated, you cannot drill-down on the Warehouse, the Unit of Measurement and the In-Transit fields.

To create a recurring invoice template, perform the following steps:

1.Access the Recurring AR Invoice Setup function from the Recurring Entry group in the Transactions menu of the Accounts Receivable module. Click the New button to set up a new recurring AR invoice transaction.

2.In the Customer # field, enter the number of the customer for whom you want to create the template. Alternatively, you may click the Lookup button to display a list of customer numbers whose status is active; then, double-click the customer number that you want to select. Once a customer number is entered in the field, information pertaining to the customer will be displayed in the respective fields across the pages.

3.In the Recurring Invoice # field, enter the recurring invoice number that you want to assign to the recurring invoice template. Once a valid recurring invoice number is entered in this field, the editable fields in this function becomes enabled.

Note: The system tracks recurring invoice templates separately for each customer; thus, you can enter identical recurring invoice numbers as long as they are assigned to different customers.

4.Access the Information page to review the default values for the recurring invoice template the you are creating. Some of these relevant information comes from the customer’s record and the SO Module Setup function. You may accept or amend the values in these editable fields that that will be applied to the invoice template you are creating. Refer to the Information Page section for more information.

5.In the Line Items page, enter the line items and its respective order quantity for the recurring invoice template. For more information, refer to the Line Items Page section.

6.In the Payment page, provide the method of payment, the billing and shipping addresses as well as the contact and sales tax information for the recurring invoice template. For more information, refer to the Payment Page section.

7.View or update the customer activities in the Activity page. Refer to the Activity Page section for more information.

8.In the Notes page, provide narrative information about the customer and/or recurring invoice. For more information, refer to the Notes Page section.

9.When you are ready to save the recurring invoice template, click the Save button in the function toolbar; otherwise, click Cancel.

Q. In the AR Invoice Summary Report I generated for a customer, the recurring invoice number is different from the value I entered in the Recurring Invoice # field in the Recurring AR Invoice Setup function of the AR module. Why is this so?

A. The value you entered in the Recurring Invoice # field in the Recurring AR Invoice Setup function is the number the system assigns to the recurring invoice template. The recurring invoice number that appears in the AR Invoice Summary Report is the number the system automatically assigns to the invoice that was created using the Generate Recurring AR Invoice function.

Set Up Recurring AR Invoice Template

Set Up Recurring AR Invoice Template

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