Recurring Invoice List
The Recurring Invoice List page allows authorized users to view a list of recurring invoices by invoice type for the selected invoice batch. Follow the steps below to select the search criteria to produce the list of recurring invoices you want to find.
- To access the Recurring Invoice List page, go to Financial Management > Miscellaneous Billing > Billing Invoice Batches.
- On the Miscellaneous Billing Invoice Batch List page, click New or the Batch Number hyperlink in the list to open an existing invoice batch.
- On the Miscellaneous Billing Invoice Batch page, click Load Recurring to open the he Recurring Invoice List page.
- In Invoice Type, select the invoice type that displays on the Invoice Batch Header.
- In Billing Frequency, select the recurring interval of time that customers are billed.
- In Billing Date, select the date the invoice was generated. The default is the Invoice Batch Header billing date.
- In Due Date, select the date the invoice is due.
- In G/L Date, select the date on which the invoice is to be recorded in the general ledger. The default is Invoice Batch Header G/L date.
- In Override Description, you can optionally enter a description that will override the default description entered for the invoice type.
- Click Search to populate the list with recurring invoices that meet the search criteria you entered.
- Select the check box next to the recurring invoice(s) you want to add to the current invoice batch and click Save. The system uses the Amount, Undesignated Amount, and Amount to Apply values to update the invoice batch summary. Any specified undesignated amounts will be applied to the invoices that are created.