Generate Recurring Customer Invoices allows you to generate customer invoices from recurring invoice templates setup in Recurring Invoices for one invoicing cycle.
To generate recurring customer invoices, complete the following steps:
Access the Generate Recurring Customer Invoices application from the Financial/Accounts Receivable menu.
The default the application will display all active, billing cycles remaining, recurring invoice template.
Enter a Transaction Date to be used as the invoice date for all invoices generated.
To generate an invoice for all recurring invoice templates, click Select all to check the Select field for all recurring invoices. You can then deselect individual invoices if needed.
You can also filter by specific fields such as Recurring Invoice ID, Customer, Billing Period or Number of Cycles. This will allow you to run monthly recurring invoices in a single run, quarterly as a separate batch, etc.
Once you have selected the recurring invoices, click Generate Invoice to create invoices.
Click Refresh and the Last Cycle and Last Bill Date will be updated.
All invoices generated will have a reference to its Recurring Invoice template.