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System Process DocumentTopicName

Department

Responsibility/Role

File Name 318909996Revision

Document Generation Date 02/07/2008

Date Modiied 4/21/2009 11:49:00 AM

!ast "#an$ed by

Status

Mana$in$ Recurrin$ InvoicesTri$$er%

"oncept

You can enter invoices for periodic expenses for which you may not receive invoices, such as

rent. To enter recurring invoices, define a recurring invoice template, then create invoices

 based on that template. With a recurring invoice template, you can do the following:

• Specify the intervals in which recurring invoices will be created.

• reate up to two special one!time invoice amounts of a non!standard amount, such as adeposit or balloon payment.

• "efine recurring invoices to increase or decrease by a fixed percentage from period to

 period.

#ecurring $nvoices can also be used to create debit memos.

$n this topic, you will enter a recurring invoice.

Re&uired Field's( "omments

)utput * Result's( "omments

+dditional Inormation

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System Process DocumentTopicName

Procedure

Step Action

% &egin by navigating to the Recurring Invoices page.

lic' the vertic! scrollbar.

( lic' the P"#!es$ %ision &pertions '(SA) lin'.

) lic' the Invoices lin'.

* +se the Recurring Invoices page to create a new recurring invoice.

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System Process DocumentTopicName

Step Action

lic' in the Supp!ier: *+e field.

- nter the desired information into the Supp!ier: *+e field. nter /,-.pit!/.

0 lic' in the Supp!ier: Site field.

1 nter the desired information into the Supp!ier: Site field. nter /&S&*/.

2 lic' in the .!endr: *+e field.

%3 nter the desired information into the .!endr: *+e field. nter

/Mont!"/.

%% lic' in the .!endr: *u+#er o Periods field.

%( nter the total number of invoices you want to create over the life of the

template.

nter the desired information into the .!endr: *u+#er o Periods field.

nter /3/.

%) lic' in the .!endr: irst Period field.

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System Process DocumentTopicName

Step Action

%* $n the first field, enter the first period for which you want to create an invoice.

nter the desired information into the .!endr: irst Period field. nter

/&ct07/.% lic' in the *u+#er field.

%- nter the desired information into the *u+#er field. nter /R-.03/.

%0 lic' the 5ine einition tab.

%1 lic' in the istri#ution &rigin: Set *+e field.

%2 nter the desired information into the istri#ution &rigin: Set *+e field.

nter /A%/.(3 lic' the A+ounts tab.

(% nter the desired information into the irst A+ount field. nter /1000/.

(( lic' in the *u+#er o Invoices field.

() nter the desired information into the *u+#er o Invoices field. nter /3/.

(* lic' the .rete Recurring Invoices button.

or 4ress A!t..

( +se the .rete Invoices page to review the recurring invoices that you have

created.

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System Process DocumentTopicName

Step Action

(- lic' the &;  button.

or 4ress A!t&.

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System Process DocumentTopicName

Step Action

(0 lic' the &pen button.

or 4ress A!t&.

(1 lic' the &pen button.

or 4ress A!t&.

(2 lic' the Invoices list item.

)3 lic' the &pen button.

or 4ress A!t&.

)% +se the Invoice

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System Process DocumentTopicName

Step Action

)* lic' the -nter menu.

or 4ress -.

) lic' the oriont! scrollbar.

)- lic' in the Invoice *u+ field.

)0 nter the desired information into the Invoice *u+ field. nter /R-.03B/.

)1 lic' the %ie> menu.

or 4ress A!t%.

)2 4oint to the ?uer" " -@+p!e menu.

*3 lic' the Run menu.

or 4ress R.

*% You have entered a recurring invoice.

-nd o Procedure

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