• Overview
• To set up recurring invoices
• To set the numbering system for recurring invoices
• To process recurring invoices

Processing recurring invoices

All recurring invoice types that fall between the selected From and To dates will be processed. Once processed here, they are displayed in the Billings from WIP as interim invoices or the Miscellaneous Invoices dialog as miscellaneous invoices for each client.

To finalize work in process interim invoices, open the Billing from WIP dialog, select each invoice and process.

1. Click Process | Billings/Invoices | Recurring Invoices.
2. Under Current Period, the top line displays the period number and date range of invoices that will be processed. You can change the range of invoices to process by selecting new From and To Dates in the drop-down lists.
3. Select the processing date for the invoice (s). The default is the ending date of the active period.
   The date must be for the current period. Dates prior to the current period are not allowed to ensure proper control.

4. If automatic invoice numbering is not being used for recurring invoices, Time requires the starting invoice number be set. Enter an invoice number.

   • If applicable, enter the Invoice ID to appear at the start of the invoice number. The ID can be one to four characters long.

     Tip: "RI" is a good identifier to use for recurring invoices.

   • This field gets updated as invoices are created, and the process will skip an invoice number if already used.
5. In the Recurring Codes Selection section, check the box beside each invoice to process. Use the Select All and Deselect All buttons to choose or deselect several invoices at once.
6. Click Process and confirm. All recurring invoice types that fall between the selected From and To dates will be processed. When processed, they are displayed in the Billings from WIP as interim invoices or the Miscellaneous Invoices dialog as miscellaneous invoices for each client.
7. From the When done, click OK to process the PDF., select the invoice and, if applicable, finalize. To finalize work in process interim invoices, open the Billing from WIP dialog, select each invoice and process.

Notes

• When processing, if there already are invoices processed for the period selected, (e.g., dates falling between the From date and the Last Processed Date), a warning appears and the selected recurring code is not processed. Select a date range that starts after the last processed date.
• Closing the month or year is not possible until all the recurring invoices have been processed.
• During the year end close, recurring invoices transactions that have end dates within the year being closed are not carried forward to the next year. Thus, before closing the year, check all recurring invoices and change the end dates of those that are to continue into the new year.