Process Guidance
You add the Repeat Invoice onto the customer account, using the "Repeat Invoices" tab:
Then you create a Repeat Invoice Template:
Note that on the above screenshot there is a field called "active". This needs to be checked if the repeat invoice is to be actually applied, this also means they can be easily turned off
"Consolidate", when enabled, will consolidate this invoice with the other repeat invoices on the customer account.
The most important item here is the "Frequency", as this defines the timescale that the invoice will repeat on. Ones like Monthly and Weekly should be there as standard however if the one you want is missing let us know and we can set it up and show you how to do so.
Once that has been set, the invoice costing is the same as raising a non-repeating SL invoice
It is important to note that the "Multiple Lines" needs to be checked on invoice entry; the net amount is generated by what you have entered in the "Lines" tab:
Updates the Invoice amount:
Revenue will automatically distribute however you can override this:
Once it has been created, you can review them on the customer account as below:
And you can also see them in the "Repeat Invoices Workbench" located under Sales Ledger | Invoices | Repeat Invoices Workbench:
Once the repeat invoice is setup as "Active", you run "Generate Repeat Invoices":
In the above screenshot, you can set the End date (the date it will generate invoices up to). Make sure that "Generate Invoices" it checked, as this will create the invoices in an unposted batch. If you want to post without reviewing the Invoice Batch first, then check the "Post Invoices" option.
Once you have run this, head to "Invoices & Credit Note Entry":
And you will see that there is a batch for you to review/post
Parameter Setups
There is 1 parameter that you can set to make it so that all Repeat Invoices are generated into the same SLINV batch:
What you set this to is up to you