Create a Billing from a Recurring Template

This feature is used primarily when you initialize a contract and need to send out the first sales invoice.

Note: Accounting Seed restricts the number of Recurring Billing Lines within a single Recurring Billing to 500 lines to prevent errors based on Salesforce limits when creating records. However, if you have the Large Data Optimizer feature enabled, the line limit is 20,000. Additionally, there is a limit set on how many records can be created at one time using the Create or Create & Post buttons on the Create Billing intermediate screen. The limit is 500 records for Recurring Billing.

Create a Single Billing from a Single Recurring Billing Template

1. Navigate to Accounting Home and click the Setup tab. Then, under the Automations menu, click Recurring Billings.
2. Select a list view (other than the Recently Viewed list view).
3. Select a Recurring Billing template to use to create a Billing.
4. Once in the single Recurring Billing, click Create Billing.
   Note: The Date for each new Billing Line will automatically default to the Next Billing Date from the Recurring Billing template. This date can be modified, if necessary.
   An intermediate screen displays for previewing the Billing.
5. If satisfied, click Create or Create & Post. 
   
   When the Create or Create & Post button is clicked, if you have the Large Data Optimizer feature enabled when using AS Native Tax, with more than one Billing Line and there is no change to the Billing Date, the default message displays to indicate the records will process asynchronously. If Create & Post was clicked, the records will post after the asynchronous job completes.
   
   Note: If the Billing Date is changed, the Billing header record will process immediately, with the Billing Lines processing asynchronously. Later, you can review the Automated Job Results for details about the completed asynchronous job.
   
   If using Avalara’s AvaTax, with the Large Data Optimizer (LDO) feature enabled, the records will process immediately (same as without LDO), the Tax Amount will be calculated, and transactions will be created in Avalara.
   
   Best Practice: It is recommended to have the daily Scheduled Post job, which provides the ability for all Billing that have a posting status of “Approved” to automatically post based upon the Next Run Date and Preferred Start Time.