You can batch create recurring billings at the frequency of your choice.
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- Navigate to the Recurring Billings list view.
- Setting up your list view with the appropriate criteria is essential to have a streamlined process.
- Most customers use the Next Billing Date as the main criteria for the list view filter as well as the Active field when creating their list view.
- For example, if your company bills monthly you would want to create a list view that shows all the recurring billing contracts that have the Next Billing Date less than 30 days out from today.
- The next billing date will be updated on all the contracts. You are able to bill 200 contracts at one time.