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 Invoice 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. The Generate Recurring AR Invoice wizard opens automatically with the Selection Criteria as the first screen.

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 screen, enter the appropriate values in the respective filter options for which you want to generate the recurring invoice(s):

oGenerate Invoice Date

Enter the date for which you want to generate the recurring invoice(s). Accept or amend the default value in this field. Alternatively, you may click the List box button to select from a pre-defined date range.

oCustomer #

Enter in this field the customers for whom you want to generate recurring invoices. Click the List box to select either All, List, or Range.

Note: The Last Generated Invoice Date read-only field refers 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.When you are satisfied with the criteria that you have entered, click Next to proceed, or click Cancel to exit the process. The recurring AR invoices that meets the conditions specified in the Selection Criteria screen are displayed in the Select Recurring Invoices screen.

4.In the grid on the Select Recurring Invoices screen, mark the checkbox next to the recurring invoice you want to generate. Unmark the checkbox if you do not want to generate the invoice from the template. Click the Show () button to view the AR Invoice Details tab, which displays information such as the cycle number, invoice date, and invoice amount.

5.When you are ready, click the Next button to continue. You may click the Back button at any time to return to the previous screen. Click the Cancel button anytime to stop the process and exit the wizard screen.

6.When the process is complete, a message will appear showing the total number of invoices generated, and the overall amount from all the generated invoices. Click OK to close the message.

7.After the invoices are generated, the Summary screen will automatically appear showing the total number of invoices created and the overall amount from all the generated invoices.

8.Click the Finish button. A message will appear asking if you want to perform the process again or if you wish to exit the wizard. Click Perform Again if you want to repeat the whole process and return to the Selection Criteria screen. Click Close to exit the transaction wizard, or click Cancel to close the message box but stay on the Summary screen.

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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