Accounting AR

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Invoice Recurring Sales Orders

Invoice Recurring Sales Orders

1. Navigate to Accounting Main Menu > Accounts Receivable > Bill Recurring Orders.  The Bill Recurring Orders form will open
2. Click the Process button.  This will trigger the creation of Invoices for all Recurring Orders which are to be billed at this time.  Confirm this action by clicking the OK button.  The Invoices to Print Queue will open
3. Highlight the Invoice(s) of type RECURRING, and from the Extended Menu select Post Selected Invoice(s)
4. Alternatively, from the Print icon, you may select to Print Selected Invoices Using Specific Form.  Select your desired Print options and print, then confirm that the Invoice printed correctly.  Using this method, the Invoice will Post automatically
   • Note: after posting, Invoices on the Invoices tab of an Order will display a ‘P’ in the P column, indicating that the Invoice has been posted
5. The above may be used to Bill in Advance those Invoices that are set up to allow for this

Note: the above instructions are for manually invoicing Sales Orders.  Your system may be set up to automatically invoice all Sales Orders as part of your nightly automatic process.  Check with your administrator for confirmation of this process.