Enter Recurring Invoices Lesson


In this lesson you will learn how to enter a recurring invoice. 


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Accounts Receivable link.

    Step 2
  3. Click the Accounts Receivable Processing link.

    Step 3
  4. Click the Invoicing link.

    Step 4
  5. Click the Recurring Invoice Processing link.

    Step 5
  6. Click the Standard Invoice Entry link.

    Step 6
  7. Click the Add button.

    Step 7
  8. Enter the customer Address Book number into the Customer field. 

     

    For this lesson enter "966036".

    Step 8
  9. Press [Tab].

    Step 9
  10. Enter the fund number into the Fund field. 

     

    For this lesson enter "10000".

    Step 10
  11. Invoice Date – date of your invoice to the customer or leave blank to default to G/L Date. 

     

    In this lesson we are not going to enter anything in this field. 

    Step 11
  12. Click in the G/L Date field.

    Step 12
  13. Enter the date on which the entry should post to the general ledger into the G/L Date field. 

     

    For this lesson enter "12/21/09".

    Step 13
  14. Click in the Gross Amount field.

    Step 14
  15. Enter the Gross Amount into the Gross Amount field. 

     

    For this lesson enter "200".

    Step 15
  16. Press [Tab].

    Step 16
  17. Identify the invoice in the Remark field. 

     

    For this lesson enter "TRAINING EXAMPLE".

    Step 17
  18. Scroll to the Freq field.  

     

    Click the scrollbar.

    Step 18
  19. Click in the Freq field and enter how often it will recur.  Use the Visual Assist tool if necessary.

    Step 19
  20. Click the Visual Assist button.

    Step 20
  21. Select the appropriate Code.  

     

    For this lesson click the MO option.

    Step 21
  22. Click the Select button.

    Step 22
  23. Press [Tab].

    Step 23
  24. Enter how often it will recur into the No Pymts field. 

     

    For this lesson enter "10".

    Step 24
  25. Click the OK button.

    Step 25
  26. Enter the G/L number into the Account Number field. 

     

    For this lesson enter "65025009.961000".

    Step 26
  27. Amount – should be negative, all or part of the Gross Amount.

    Step 27
  28. Remark – will default to the same as above or can be modified.

    Step 28
  29. Press the down arrow on the keyboard.

    Step 29
  30. Add additional line(s) as needed.

     

    Amount field should show full distributed amount, Remaining field should be blank

    Step 30
  31. Click the OK button.

    Step 31
  32. Record the batch number.

    Step 32
  33. Click the Cancel button.

    Step 33
  34. Click the Close button.

    Step 34

You have successfully completed this lesson.

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