Process Recurring Invoices command

Use this dialog to process 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 WIP interim invoices, open the Billing from WIP dialog, select each invoice and process.

Current Period

The top line displays the period number and the current period dates.

From Date

Earliest date in the range of invoices to be processed.

To Date

Latest date in the range of invoices to be processed.

You can change the range of invoices to process by selecting new From and To Dates in the dropdown lists.

Last Invoice Number Used

The last invoice number is provided for reference.

Invoice ID

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

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

Starting invoice #

If automatic invoice numbering is not being used for recurring invoices, Time requires the starting invoice number be set. Enter an invoice number. This field gets updated as invoices are created, and the process will skip an invoice number if already used.

Recurring Codes Selection

The window displays details of each recurring code that can be selected to process, including the date it was last processed. Check the box beside each invoice to process. Use the Select All and Deselect All buttons to choose or deselect several invoices at once.

Delete

Clicking this deletes any recurring invoices (interim or miscellaneous) that fall between the From and To dates and that have not been applied.

Process

When everything is set up, click Process and confirm that recurring invoices are being processed. 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 WIP interim invoices, open the Billing from WIP dialog, select each invoice and process.

Note: When processing, if there already are invoices processed for the date range selected, (e.g., last process date falling between the From date and the To Date), a warning appears and the selected recurring code is not processed. Select a date range that starts after the last processed date.