Forms Used to Process Recurring Invoices

Form Name

Form ID

Navigation

Usage

Standard Invoice Entry

W03B11A

Other Invoice Entry Methods (G03B111), Standard Invoice Entry.

Click Add on the Work with Customer Ledger Inquiry form.

Enter recurring invoices to bill a customer for the same amount on a regular basis, such as monthly or quarterly.

Work With Recurring Invoices History

W03B120A

Other Invoice Entry Methods (G03B111), Recurring Invoice Inquiry

Locate and review multiple recurring invoices online.

Invoice Details

W03B120AB

Select an invoice and then select Detail from the Row menu on the Work With Recurring Invoices History form.

Review detail information about a single recurring invoice.

Revise Recurring Invoice Information

W03B120B

Select an invoice and click Select, or select Revise from the Row menu on the Work With Recurring Invoices History form.

Change recurring information for an invoice.