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

Setting up recurring invoices

1. From the Setup menu, select Recurring Invoices.

2. In the No field, type in an identifying code or click the New button. The code is up to four characters and can be alphanumeric, for example TAX1 for a recurring tax charge.
   Time will ask you to verify the new recurring setup so that you don't inadvertently duplicate them.

3. Under Details, type or select:

   • the type of invoice. It can be a work in process invoice or a miscellaneous invoice.
   • a description for the recurring invoice type. For descriptions longer than 50 characters, click the Memo button and continue;
   • an amount for this recurring invoice type;
   • a billing code.
   • the general ledger account number to which to post the amount;
   • the associated project and sub project code, as applicable.
   • the style of CaseView invoice, if used.

4. Select the Pattern type to determine the frequency of recurrence.

   Specify the relevant Process days as per the Pattern type. Invoices are processed on the specified days. The following table outlines the available Process options per Pattern type:

   Pattern Type	Process date options
   Bi-weekly	Select the 'Process Day' for invoices that are processed once every two weeks. Invoices are dated on the day of the week you specify.
   Period	Select a relative day or week with respect to your financial period. The financial period defined in the Company Profile is used to determine the desired day based on the option you choose. Invoices are dated according to one of the following options: First day: The starting day of your financial period. Last day: The ending day of your financial period. Day in the first week of the period: The day of the week you define for the starting week of your financial period. Day in the last week of the period: The day of the week you define for the ending week of your financial period. Select day: The calendar date you define for your financial period. For example, if a file uses thirteen four-week periods per year, invoices are processed once every four weeks on the selected calendar date.
   Quarterly	Select a relative day or week with respect to a three month period. Invoices are processed once every three months and are dated according to one of the following options: First day: The starting day of your three month period. Last day: The ending day of your three month period. Day in the first week of the period: The day of the week you define for the starting week of your three month period. Day in the last week of the period: The day of the week you define for the ending week of your three month period.
   Semi-annually	Select a relative day or week with respect to a six month period. Invoices are processed twice a year and are dated according to one of the following options: First day: The starting day of your six month period. Last day: The ending day of your six month period. Day in the first week of the period: The day of the week you define for the starting week of your six month period. Day in the last week of the period: The day of the week you define for the ending week of your six month period.
   Semi-monthly	Select two calendar days in a month for invoices that are processed twice a month. Invoices are processed and dated according to one of the following options: 1st and 15th: The first and fifteenth day of the month 15th and last day: The fifteenth and last day of any month Specify days: The specified two calendar days of any month
   Weekly	Select the "Process Day" for invoices that are processed once a week. Invoices are dated on the day of the week you specify
   Yearly	Specify the "Period" (1-13) for invoices that are processed once a year. Invoices are dated according to one of the following options: First day: The starting day of the Period you specified. For example, if you selected 6 and this period coincides with June, then the invoice is dated for the first day of June. Last day: The ending day of the Period you specified. Day in the first week of the period: The day of the week you define for the starting week of the Period you specify. For example, if you selected 4 for the period and this period coincides with May, then the invoice is dated for the specified day in the first week of May. Day in the last week of the period: The day of the week you define for the ending week of the Period you specify.

5. Select the clients affected by this recurring invoice type. The list of clients is filtered based on the client project and subproject selected above. Tips:

   • To select multiple clients, hold down the Shift key to select a block of clients;
   • Hold down the CTRL button to select non-consecutive clients;
   • Use the Select All and Deselect All to build or reduce the list quickly, especially when the client list is long.

6. Click close to finish the recurring invoice setup.

Related Topics

• Using abbreviations versus full descriptions for work and billing codes