Process Repetitive Invoices

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

To process repetitive invoices

  1. Select Accounts Receivable Main menu > Repetitive Invoice Entry.

  2. Complete the fields necessary to enter repetitive invoices. For more information, see Repetitive Invoice Entry - Fields.

  3. Click the Print button to print the Repetitive Invoice Listing. Verify that each invoice is correct. Use this listing as a reference for selecting invoices for processing.

  4. Select Accounts Receivable Main menu > Repetitive Invoice Selection.

  5. Select invoices for processing and then click Proceed. This process transfers the selected invoices to Invoice Data Entry and automatically recalculates taxes. For more information, see Repetitive Invoice Selection - Fields.

Note You can click Clear at any time to clear the current selection from the Repetitive Invoice Selection file to prevent the invoices from being updated to the Open Invoice file.

  1. Select Accounts Receivable Main menu > Invoice Data Entry. Perform the following as needed:

  • Make changes to the invoices.

  • Enter the authorization code for any of the generated invoices that contain offline or manual credit card transactions.

  • If any of the selected invoices contain a Sage Exchange processing payment type, click Submit Card/ACH Account to include the CVV number as part of the transaction. If you go directly to print the invoices, the transaction will be processed when the Sales Journal is printed without the CVV number.

  1. Click the Print button to print invoices for the repetitive invoices selected. A message appears prompting you to print the Sales Journal. Click Yes.

Note This message appears only if the Print Invoices check box is cleared in Accounts Receivable Options.

  1. Verify the Sales Journal and update the permanent files.

Repetitive invoices are processed.