Setting Up a Recurring Charge for a Customer

If you have customers to whom you issue standard invoices at regular intervals, such as charges for monthly rent, you can define records for the charges and customers, using the A/R Recurring Charges screen.

To create a recurring charge:

1. Open Accounts Receivable > A/R Customers > Recurring Charges.

   For more information, see A/R Recurring Charges Screen.

2. Enter or select the recurring charge code you want to use with the new charge.
3. Enter a description for the charge code.
4. Enter or select the number of the customer to whom the charge applies.
5. Enter a start date for the charge, an expiration type, an expiration date (if you selected Specific Date as the expiration type), and a maximum amount.
6. On the Detail tab:
   1. In the Invoice Type field, specify whether the recurring charge will generate an item or a summary-type invoice.

   2. Click the Edit icon in the Line Number column, or click the Account/Tax button.

      The A/R Detail Accounts/Taxes screen appears.

7. Enter details on the A/R Detail Accounts/Taxes screen, as follows:
   1. Click the New  button beside the Line Number field.
   2. Enter the distribution code, description, amount, and the revenue account for the detail.
   3. Enter or edit the tax class and (if the tax authority allows it) the Tax Included status for the detail.
   4. When you have finished entering information for the detail, click Save after changing any information for the detail.
   5. Repeat steps 7a through 7d for each detail you want to include on invoices created for this recurring charge.
   6. When you have finished entering details, close the secreen.
8. Fill in the remaining fields and tabs as you would for a regular invoice.

Published: September 11, 2020
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