Follow the steps below to create a customer recurring invoice.
Go to Customers, Transactions, Recurring Transactions, Recurring Invoice - Create.
Enter a Reference, Description, and Invoice Category.
Select the required pro-forma invoice from the Proforma Number.
📌Note:
The Customer code and name will be drawn from the pro forma invoice number if a customer number is configured.
The Run No, Customer Category, Territory will draw from the Customer Masterfile.
Select the Invoice Layout required.
Select the Invoice Frequency from the Invoice Frequency task area.
From the Invoice Parameters task area, enter a Start Date if you have selected an option other than Each Run in the Invoice Frequency task area and click Accept(F9) to save the recurring invoice template.
For detailed descriptions of the fields in this screen, see: Create Recurring Customer Invoices (PDF).