How do I add a recurring billing to a customer?

Set up a recurring billing on a customer account.

A recurring billing is a billing is a billing that occurs at regular intervals for a specified period. For example, a yearly billing for a contract payment, or a quarterly billing for a rental agreement. Using a recurring billing saves you from entering each invoice for each billing.

Adding a recurring billing

1. Open Connect Accounts Receivable > Customers > Modify Existing Customers.

2. Use the Customer field to enter a customer name or number. Press Enter.

3. Click to select the Recurring Billings tab.

4. Click Add a New Billing.

Add a new billing button

The Search form displays a list of recurring billings.

What if the recurring billing isn't included in the Search form?

You'll need to add the recurring billing to the Recurring Billing table in Organization. See the help topic titled How do I add a recurring billing?

5. Select a recurring billing and then click OK.

The recurring billing displays on the Recurring Billings tab on the customer's account.

Recurring Billings tab

7. Set up the recurring billing properties.

Note: The fields that display on the Recurring Billing subtab may be different from the fields displayed in this screen shot.

Quantity and unit/shares

8. Click Save (CTRL+S).

The recurring billing is set up on the customer's account.

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