1. Click Accounts Receivable>Invoice Processing>Recurring Invoices>Recurring Invoice Entry.
2. For new recurring invoices, enter the header information. Refer to the How to enter recurring invoice header information procedure for details. For existing invoices, enter the invoice number and the system displays the header information for the invoice. At the prompt selection field, enter A to add line items.
3. The system assigns Line numbers automatically beginning with 001 and incrementing by one for each additional line-item up to 999. In the rare case where 999 line-items have been entered on a single invoice, the program advances to the prompt-selection field and refuses further entries.
4. Specify an item number to be invoiced (up to 20 characters). This field may also be used as the number of items sold if there is no item number. You can create a message line by entering M as the item number. The program assumes a memo line is to be entered and advances to the description field. F3 advances to the prompt-selection field. F4 removes the line and backs up to the previous line number.
5. Specify the item description or memo (up to 30 characters). Memo lines skip the remaining fields of the line-item portion.
6. In the Cost field, enter the item’s cost of the item (0-9999999.99) if the Enter cost flag in the Invoice Processing Control F/M, is selected. If the item number is used as the quantity, be sure to include the cost of all the items in this particular line number.
7. Enter the price of the item (0-9999999.99). If the item number is used as the quantity, be sure to include the price of all items in the particular line number.
8. (Optional) At the Charge Tax prompt, enter Y or N to determine whether tax should be charged on the line-item. Press Enter to default to Y.
The Charge tax flag in the Invoice Processing Control F/M establishes whether tax is charged for each line-item. If you enter Y for the flag, tax will be charged automatically. If you enter N, no tax will be charged and this field is skipped. If you enter L-line by line or O-override, the system displays the Charge Tax prompt for the line item.
9. This concludes the entry in the line-item portion of the Recurring Invoice Entry program. The running total is updated and displayed in the header. The line number is incremented by one, displayed, and the program returns to the item field for the next line-item entry.
10. Press F3 to end line-item entry and go to the prompt-selection field, which allows you to perform a number of functions:
# - Changes a line-item
L - Lists line-items
A - Adds a line-item
D - Deletes the invoice
F2 - Changes header
F3 - Accesses the ending routine. Refer to the How to enter recurring invoice footer information procedure for step-by-step instructions.