Enter a Manual Recurring Invoice against Agreement

Overview

Use this job aid to create a manual recurring invoice against an agreement. Example: Customers may want to make extra payments to offset future liabilities before their budget bill agreement is reconciled. Customers who notice that they are “behind” in their budgets may want to make an extra payment to catch up.

To enter a manual recurring invoice against an agreement:

1. From the Toolbar, click ACR for Accounts Receivable.
2. From the Accounts Receivable menu, select Budget Billing and then Budget Billing Agreements.
3. Select Create Manual Recurring Invoice.
4. In the Name id box, click Lookup or type * and press Enter, and then select the name id you want to create the manual recurring invoice for.
5. Select the Active Agreement that you to create the manual recurring invoice for.
6. Next, you will be prompted to enter the invoice date and amount. The invoice will be automatically generated.
7. The invoice number will display after generating the invoice.
8. Click OK.

Note:

- If a manual recurring invoice is created, the Recurring Invoicing process will still generate an invoice for this agreement in the current month.

-if an agreement is reconciled, a manual recurring invoice may not be generated for the remainder of that day. When an agreement is reconciled, no invoices may be created on that agreement until the next day. This means no item invoices will be applied to the agreement and no recurring invoices may be generated.

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