The following procedure describes how to set up a recurring invoice.

1. On the Customer Recurring Invoices screen, click New.
2. Complete the Customer code and Job fields.
3. In the Recurring # field, enter the invoice number you want to assign to this recurring invoice, or press Enter to accept the default.
4. In the Type field, use the drop-down menu to select Invoice and press Enter.
5. In the Batch freq field, press Enter to accept the default of M for 'Monthly'. You will update recurring invoices based on their batch frequency codes. Other batch frequency codes include Q for 'Quarterly' or Y for 'Yearly'. You can also create your own type of coding scheme. For example, if you have different monthly recurring invoices for Division 1 and Division 2.
6. In the Customer PO# field, enter the customer purchase order number, if necessary, and then press Enter.
7. Select the Print status checkbox if this invoice has already been printed; otherwise, leave this checkbox clear.
8. The Properties window displays. Complete this window and click OK.
9. In the detail section of the screen, enter the details for the recurring invoice transaction you are creating and click Save twice.
10. Complete the Sales tax and Retention fields as needed, and then press Enter.
11. Press Enter and then click OK until you return to the main menu.