Summary of Steps:
  1. From the Opportunity click "Create Recurring Billing"
  2. Deselect any product lines you do not wish to setup or change any information on the recurring billing in the intermediate screen.
  3. Select the Recurring Billing Frequency
  4. Click "save"

Please Note:

  • The Account field is a required field on the Opportunity to use this feature. 
  • A recurring billing can be set up manually by simply navigating to the "Recurring Billing" tab and clicking the "New" button. 
  • When creating a recurring billing from the Opportunity the Opportunity products will automatically become recurring billing lines. 


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