Recurring Invoice Fields

In this topic you must choose your edition of our application. If you are unsure, contact your administrator.

Here is a description of the standard fields on the recurring invoices page.

Classic Edition

Account Detail

Key: R – Read-only in all contexts

Field Description
Account R Customer account for the recurring invoices which will be created from this page.
Billing Address R Address to which the invoice will be sent.
Opportunity R Name of the opportunityClosedInformation on a specific sale or pending deal that you want to track. Opportunity is a standard Salesforce object. from which you have retrieved details, or blank.
Shipping Address R Address to which the products will be sent.

The following fields are editable on the relevant expander panel.

Key: A – Account

Field Description
Dimension (1–4) A Names of the analysis dimensionsClosedCustom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you. by which you want to analyze this account.

Invoice Detail

Field Description
Customer Reference Customer reference, such as a customer order number, that you want to appear on the printed invoice.
Invoice Description Description of the invoice that you want to appear at the bottom of the printed document. If you used an opportunity to create this invoice, or specified one during creation, the opportunity description is automatically copied to this field, if one exists.
Shipping Method Method of delivery to the customer. You can update the entries in this custom picklist.

Recurring Invoice Details

Key: R – Read-only in all contexts

Field Description
Dimension (1–4) Names of the analysis dimensionsClosedCustom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you. by which you want to analyze this product.
Override Product GLA R Alternative general ledger account to override the default (taken from the related product).
Product Code R Code of the product as specified on the originating document.
Product Name R Name of the product. The selected product must have a sales revenue account assigned to it.

Extended Edition

Recurring Invoice

Field Description
Installment Interval Sets the interval for recurring invoice installments. The option are: Daily, Weekly, Monthly, Quarterly and Yearly.
Number of Installments Number of installments in the schedule.
Schedule Type Defines whether the product revenue or quantity will be divided into multiple installments or repeated for multiple installments.
Start Date Sets the invoice date on the first invoice in the series. The invoice date for subsequent invoices will be set according to the schedule frequency.
Recurring Type Type of schedule to apply for a recurring invoiceClosedA special type of sales invoice that you enter only once but that causes several similar sales invoices to be generated automatically. Recurring invoices are typically used to request payment for regular bills, such as an annual maintenance agreement invoiced monthly. Alternatively you can use them to create invoices for scheduled monthly deliveries of products..

Schedule

Key: R – Read-only in all contexts;    * – Mandatory field

Field Description
Invoice Date R Date that you want to appear on the invoice. In the case of the first invoice this will default to the date the invoice was created. The invoice date for subsequent invoices will be set according to the schedule frequency.
Year/Period R The related accounting year and period.
Due Date * Date the invoice is due for payment. This cannot be earlier than the invoice date.
Currency R Currency in which monetary values are expressed on this invoice.
Invoice Amount R Total value of the invoice, before tax.

Buttons

Button Description
Preview Recurring Invoices Preview the recurring invoices that will be generated on save.
Save Saves the document and returns you to the detail page. Sets the document's status to "In Progress".
Save & Post Saves and posts the recurring invoices. In Classic Edition, each invoice's status changes to "In Progress" then "Complete" once it has posted successfully. In Extended Edition, each invoice's status becomes "Ready to Post" and it is batched up for posting by a scheduled job.
Cancel Cancels the current session without saving.