Invoicing Recurring Charges

You can use the A/R Create Recurring Charge Batch screen periodically to create a batch of recurring charge invoices for the customers and charges you select. Creating recurring charge batches saves you from having to enter an invoice for each recurring charge and customer manually.

You create one batch of recurring charge invoices at a time, but you can have as many open batches of recurring charge invoices as you need.

Note: Accounts Receivable does not process recurring charges for customers whose records are inactive or on hold.

Tip: If you want to process recurring charges from the Reminder List screen in Common Services, assign to recurring charge setup records schedules that include a reminder. When the recurring charges are due, Sage 300 reminds you to process them. You can then process all recurring transactions assigned to a schedule right from the Reminder List.

To invoice recurring charges:

1. Open Accounts Receivable > Periodic Processing > Create Recurring Charge Batch.

2. Specify the run date, which Accounts Receivable uses as the document date for the generated invoices.
3. Specify the type of record by which to select recurring charges for invoicing.

   You can select by Recurring Charge Code, Customer Number, Customer Group, or National Account.

4. Use the From and To fields to specify the range for the selected record type.
5. Click Process.