Generating Recurring Invoices

• Overview

Use this job aid to create recurring invoices for budget billing. The customer is billed monthly, via recurring invoice, for the budget amount set up in the agreement.

To create recurring invoices:

1. From the Toolbar, click ACR for Accounts Receivable.
2. From the Accounts Receivable menu, select Budget Billing and Recurring Invoices.
3. Enter in the date for the Recurring Invoices. Agris will default in the current date.
4. Click OK.
5. During the process of recurring invoices, Agris will display a scroll bar as it is processing the invoices.
6. Once done, it will return to the Accounts Receivable menu.  The invoice can be viewed through ACR > Account Balance Inquiry.  Or you can print the invoice through ACR > Invoices / Credit memos, print invoice forms.  These will also show on a customer's statement.

Learn more about Budget Billing feature:

• Adding an Agreement
• Viewing an Agreement
• Editing an Agreement
• Generating Recurring Invoices
• Enter a Manual Recurring Invoice against Agreement
• Reconciling/Closing an Agreement
• Printing the A/R Budget Billing Report
• Printing the A/R Budget Billing Report with Invoice Detail
• Budget Billing Detailed Instructions