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HOW TO RECUR AN INVOICE IN ACCOUNTS RECEIVABLE
Recurring an invoice allows you to specify designated intervals to recur the invoice so that you are not required to enter the same invoice repeatedly.
FILE : ARRECUR
Recur Key: A unique description to identify the recurring cycle record.
Description: The description of the recurring cycle.
Cycle Type: The code for the recurring cycle:
A - every X days
B - on the Xth day of the month
C - on the last day of the month
D - on the first and 15th of the month
E - on the 15th and last day of the month
Cycle Days: The number of days in the cycle. The number of days in this field takes
the place of the X in the Cycle Type field. Leave blank for Cycle Types
C, D, and E.
Cancel Date: The date on which the recurring invoice is to be canceled.
Tracked: Select if a balance is to be tracked.
Tracked
Balance: Type the total balance to be tracked. Each time the invoice recurs the total
invoice amount will be subtracted from the tracked balance total. As the
tracked balance approaches zero, and is insufficient to fully cover all the
items on the invoice, the system will begin applying the balance to each
line item. The last complete item to which even a partial amount can be
applied will be included on the final invoice.
CANCELLING A RECURRING INVOICE:
Cancelling a recurring invoice can be accomplished by:
-The use of the cancel date.
-The use of the Tracked Balance.
-Manually deleting the recur key from the last invoice created.
-Deleting the last invoice entirely.
**Once the recur file is set up, then you need to enter an invoice using the
appropriate recur key. After posting the original invoice the next invoice will
appear for selection and posting. This invoice will be a duplicate of the original
invoice and will continue to recur until it is cancelled.
