How to Process and Set Up Recurring Invoices

1. Click Sales menu
2. Click Invoices submenu
3. Click (+) new
4. Choose the company on the dropdown
5. Choose the customer by clicking the magnifying glass
6. Choose Invoice as order type
7. Enter the order date on the field or choose the date on the calendar by clicking the calendar icon
8. Click (+) start new

9. Click click here to add a new row

1. Choose the office on the dropdown
2. Choose the account
3. Enter the description
4. Enter the amount
5. Click post

1. Click the recurring setup tab
2. Check the box for save this invoice as recurring
3. Choose the frequency on the dropdown
4. Click the arrow up button to save

1. Click the recurring button next to agent billing button - this will show a list of the recurring items
2. Change the next date for this recurring item
3. Select the box for the recurring items that needs to be posted
4. Click process invoice

NOTE: If user already has an existing invoice set up, user can search for the invoice and use it as a template instead of completing the steps above.  Just go to the recurring setup and check the box that says save this invoice as recurring, set up the frequency and then save.

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