Recurring Invoicing is the process of creating invoices for your customers who have active and billable RMR records set up on their Site or System records. Recurring Invoicing may be automated, or your company may generate recurring invoices at the time you prefer.
To enable the automated Recurring Invoicing, this is configured in Setup > Utilities > Automation. If the toggle button for RMR Generation and/or Master RMR Generation are set to On, based upon the preference settings, invoices will automatically be generated.
If your company prefers to create the Recurring Invoices at will, this may be accomplished from the main application - Accounts Receivable > Invoices > Recurring Invoices [button on the page].
RMR Generation Options
- RMR Generation – If this toggle button is set to On, recurring invoices will automatically be generated based on the next three options. If this option is set to Off, your company will need to manually create the recurring invoices.
- Run on the ? day of the month – Enter the day of the month on which the recurring invoice process will run.
- RMR Next Invoice For – Enter the next month the recurring invoice process will run.
- Invoice Date – Enter the day of the of the month that will be used for the invoice date.
