Invoices are created according to the defined schedule.
Billing details (e.g., customers, amount, description, etc.) are reused each time the schedule runs.
The recurring schedule can be used multiple times, reducing manual entry and ensuring consistency.
The invoices' bill date should be entered between the 2nd day of the previous month and 1st day of the current month
If the bill date is different, this will be included on next month's SOA.
Go to Manage Invoices > Recurring Schedule.
Click Create to create new Schedule.
Complete the schedule details
Save the recurring schedule
Select from the topics below to view complete instructions per item type.
📌 Note: Do not create duplicate schedules. The schedule must be generated based on the defined frequency