Recurring Billing Items

Use recurring billing items to create similar bills for many customers. A recurring billing item is linked to a single category and has default cost and account information that can be overridden when the item is added to an invoice.

This topic describes how to add, edit, and delete a recurring bill item.

Create a recurring billing item

1. Select Recurring Billing Items from the Receivables > Accounts Receivable menu, and the Recurring Billing Items window opens.

2. Click Add, and the Add Recurring Billing Item window opens in a popup.

3. Complete the fields as described below. Required fields are marked with a red asterisk.

   • Item Name: Enter an alphanumeric ID of up to 8 characters.

   • Enabled: Select Enabled for current use. Note: An item may be inactivated for future use at any time by changing the status to Disabled. The past records created using the item are not deleted, but the item is no longer available.

   • Category: Select from the pull-down list. Note: If the list is empty, you must add categories.

   • Show Unit Cost/Measure on Invoice: Select Yes or No.

   • Description: Enter a longer description of the item.

   • Unit Cost: The unit cost may be 0.00, but may not be blank. The default may be overridden when the item is added to an invoice.

   • Account Code: Select the revenue account that will be the default account for this item. The default can be changed when adding this item to an invoice.

4. When finished, click Save, or Save and Add to create another recurring billing item.

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Edit a recurring billing item

1. Select Recurring Billing Items from the Receivables > Accounts Receivable menu, and the Recurring Billing Items window opens.

2. Check the box(es) for the recurring billing item(s) you want to edit, and click Edit, or click the Item Name link to edit a single record. The Edit Recurring Billing Item window opens.

3. Edit the fields as needed.

4. When finished, click Save.

5. If editing more than one item, continue to edit the next item.

6. When finished, click Save, or Save and Add to create another recurring billing item.

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Delete a recurring billing item

1. Select Recurring Billing Items from the Receivables > Accounts Receivable menu, and the Recurring Billing Items window opens.

2. Check the box(es) for the recurring billing item(s) you want to delete, and click Delete. You're asked to confirm the action.

3. Click Yes, and the recurring billing item(s) are deleted.

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