A/R Repetitive Invoice Entry

Window Details		How Do I...
	Navigation		Process Repetitive Invoices
	Overview		Add a New Miscellaneous, Charge, or Comment Item Code On the Fly
	Fields		Enter Sales Order/Invoice and A/R Cash Receipts/Invoice Credit Card Information

Related Topics
	Grids	Sales Tax FAQs
	Credit Card Processing FAQs	Memo Manager Maintenance

Navigation

Select Accounts Receivable Main menu > Repetitive Invoice Entry.

Overview

Use Repetitive Invoice Entry to create and maintain repetitive invoices for receivable items such as rent or service contracts. After the items are set up, they can be selected as necessary and transferred to Invoice Data Entry automatically for processing. Each time a repetitive invoice is processed, the last billed date on file for the invoice is updated.

When entering a new repetitive invoice, you can copy information from an existing customer's repetitive invoice to the new one.

If the Allow Credit Cards / ACH Payments check box is selected in Accounts Receivable Options, the Payment tab appears allowing you to enter information pertaining to a credit card or ACH payment account. You can also clear default payment information and access Sage Exchange to enter and store payment account information.
If the Job Cost module is integrated with Accounts Receivable, use Repetitive Invoice Entry to create and maintain a file of recurring invoices for job-related receivable items such as rent or service contracts. Also, do monthly and quarterly service-type billing, which must be done to track profit for service-type jobs. Repetitive invoicing for jobs does not allow for retention entries. Customer numbers are assigned to a job in Job Masterfile Maintenance.

Fields

Customer No.	Reference
Name	Bill To

1. Header
Customer PO	Terms Code
Job Number	Ship Method
Select Cycle	Salesperson
Start Billing	Comment
Stop Billing	Last Billed
Net Invoice	Times Billed
Schedule	Print Invoice

2. Lines
Quick Row	Cost
Item Code	Tax Class
Quantity	Commission
Price	Subj to Exempt
Amount	Item Type
Comment	Unit of Measure
Description	Net Invoice
GL Account

3. Totals
Taxable Amount	Invoice Total
Nontaxable Amount	Amount Subject to Commission
Freight	Commission Rate
Sales Tax	Commission Amount

4. Payment
Payment ID Save Payment Type Card Type Account Type Primary Last Four Routing Bank Name Last Four Digits Expiration Month/Year Account Name / Cardholder Name	Address ZIP Code City State Country E-mail Address Comment Transaction Amount Corporate ID/PO Corporate Sales Tax