Recurring Invoice Entry

Overview of AR14

The Recurring Invoice Entry screen allows you to set up invoices that recur on a regular basis.

• From the DDI Connect main menu, double-click Accounts Receivable
• Double-click Recurring Invoice Entry. You will see a screen similar to this one:

Adding a New Recurring Invoice

To add a new recurring invoice, click the New button on the toolbar. You will see this screen:

There are three tabs on this screen:

Recurring Invoice Setup tab

The following fields are available on this screen:

Line Items tab

To proceed to the Line items tab, click the Line items button on the lower right corner of the Invoice Setup tab, or click the Line Items tab. The Invoice Item Detail screen will appear.

When you have finished entering the line item details, your invoice will look something like this:

If you click the Add button on the toolbar, you will see that you have the following options:

Add Item

If you select Item from the Add dropdown, the Invoice Item Detail screen will launch

Add Comment

If you select Comment from the Add dropdown, the Invoice Comment Line screen will launch

Add Shipping charges

If you select Shipping Charge from the Add dropdown, the Invoice Item Detail for Miscellaneous Charges screen will launch

Add Discount

If you select Discount from the Add dropdown, the Invoice Item Detail for Miscellaneous Charges screen will launch