Creating a Recurring Invoice from Scratch 

In this topic you must choose your edition of our application. If you are unsure, contact your administrator.

You can create a recurring invoiceClosed A special type of sales invoice that you enter only once but that causes several similar sales invoices to be generated automatically. Recurring invoices are typically used to request payment for regular bills, such as an annual maintenance agreement invoiced monthly. Alternatively you can use them to create invoices for scheduled monthly deliveries of products. from the sales invoices home page.

You can also create a recurring invoice using the details in an opportunity with stage Closed Won. See Creating a Recurring Invoice from an Opportunity for more information.

Note:

Any existing schedules on the products that you select will be overridden by the schedule set in the Recurring Invoice Schedule section.

Classic Edition

To create a set of recurring invoices from scratch:

  1. Click the Sales Invoices tab.
  2. Click New next to Recent Invoices on the home page.
  3. Specify the customer account for which you want to create a recurring invoice. Click the lookup to search for an account. The account's billing and shipping addresses are displayed in the Account Detail section and its currency is displayed in the Invoice Detail section for reference.
  4. If you want to analyze the selected account, click the expander to show an expander panelClosed Panels that are initially hidden when the page is loaded. They allow you to enter, and subsequently view, additional attributes of the related field or line item, such as further analysis or a line description.. When you have provided all the analysis dimensionsClosed Custom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you., click the expander again to hide the panel.
  5. Enter the invoice header details in the Invoice Detail section.

    See Sales Invoice Fields for a description of the standard fields that make up an invoice.

    You can change the invoice currency up until the time that you add your first sales invoice line item. If you do, remember to click Apply to confirm the change.

  6. Add one or more sales invoice line items in the Invoice Line Items section, as described in Sales Invoice Line Items.
  7. In the Recurring Invoice Schedule section, select "Quantity Schedule" or "Revenue Schedule" to create a recurring invoice of the selected schedule type.
  8. Specify the appropriate scheduling information.
  9. [Optional] Amend the Printed Text section, as described in Adding Text to a Sales Invoice.
  10. Click Save to open the recurring invoices page, or click Cancel to abort. The recurring invoices page lists the products involved and the invoices to be generated.
  11. You now have the chance to amend the invoice description, provide product analysis dimensions, or edit the due dates. See Recurring Invoice Fields for more information.
  12. When you are finished, click Save to save the recurring invoices, or click Cancel to abort. You can also click Save & Post to save and immediately post the recurring invoices.

Extended Edition

To create a set of recurring invoices from scratch:

  1. Create the sales invoice and line items, as described in the related topics.
  2. Click Save.
  3. Click Recurring Invoices to display the recurring invoices page.
  4. In the Recurring Type field, select "Quantity Schedule" or "Revenue Schedule" to create a recurring invoice of the selected schedule type.
  5. Specify the appropriate scheduling information. See Recurring Invoice Fields for more information.
  6. Click Preview Recurring Invoices. The recurring invoices that will be created on save are displayed in a grid.
  7. [Optional] Edit the due dates.
  8. When you are finished, click Save to create the recurring invoices, or click Cancel to abort. In Extended Edition, if you click Save & Post the status of the invoices becomes "Ready to Post" and they are batched up for posting by a scheduled job.

Each time you create a recurring set of invoices, an email message is sent to you confirming that the processing is complete. It also tells you the invoice group number to help you locate the invoices later.