RMR Generation generates recurring invoices every month.
If you want to run your RMR prior to invoicing, follow the steps below:
- Navigate to Setup > Utilities > Automation
- Toggle RMR Generation to ON
- 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.
- 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.
