Recycle Recurring Invoices Lesson

In this lesson you will learn how to recycle recurring invoices. 


  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 Recycle Recurring Invoices link.

    Step 6
  7. Click the Data Selection option.

    Step 7
  8. Click the Submit button.

    Step 8
  9. Click the Right Operand list of the third row (Fund).

    Step 9
  10. Click the Literal list item.

    Step 10
  11. Enter the fund number into the Literal Value: field. 


    For this lesson enter "10000".

    Step 11
  12. Click the OK button.

    Step 12
  13. Click the OK button.

    Step 13
  14. Click the OK button.

    Step 14
  15. Click the Standard Invoice Entry link.

    Step 15
  16. Enter the customer number into the Customer field. 


    For this lesson enter "966036".

    Step 16
  17. Click the Find button.

    Step 17
  18. You will see two RR Doc Type transactions. The first is the new invoice which will be approved and posted. The second is the recurring invoice which now reflects the number of payments remaining.

    Step 18
  19. Click the Close button.

    Step 19

You have successfully completed this lesson.

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