Invoice Recurrence

Overview

The Invoice Recurrence document allows you to set up a recurring invoice to be generated by the invoiceRecurrenceJob on a monthly or quarterly schedule using information from an existing invoice. 

Invoice recurrences created with the Invoice Recurrence document or when a Customer Invoice is created, can be edited using the Invoice Recurrence Lookup. 

Invoice Recurrence

• Invoice recurrences must be created from existing invoices. Look up and return an existing invoice. The Customer Number and Name will fill in. 
• Enter the date the recurrence should begin. 
• Enter either the Recurrence End Date OR the Total Number of Recurrences.
• Select a Recurrence Interval Code: Monthly or Quarterly. 

Post Processing

The invoiceRecurrenceJob will create Customer Invoices and Invoice Recurrence documents based on the data in the Invoice Recurrence table.

• Customer Invoices:
  • Initiated by kfs.
  • Processing and Billing Chart and Organization will be that of the original invoice.
  • Approved to Final. 
  • The following note is added: 
    • This invoice was created by the Invoice Recurrence batch job. Recurrence Interval: <monthly or quarterly> Recurrence dates: <start and end date of the recurrence>
• Invoice Recurrences: 
  • When the last Customer Invoice is created for an Invoice Recurrence, the invoiceRecurrenceJob will create an Invoice Recurrence document to inactivate the recurrence. The Invoice Recurrence document will be initiated by kfs and blanket approved.