RMR Generation

RMR Generation generates recurring invoices every month.

If you want to run your RMR prior to invoicing, follow the steps below:

  1. Navigate to Setup > Utilities > Automation
  2. Toggle RMR Generation to ON
  3. Complete the information below:
    • Run on the  — Select the day of the month you want RMR to run.
    • RMR Next Invoice for — Select Next Month for invoices coming up.
    • Invoice Date is the — Defaults to the 1st; choose your invoice date.
    • day of — Select Next Month.
  4. Click Save at the top of your screen.

The example below shows that RMR will run on 7/25/2023 for the next invoice date of 8/1/2023.

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