This feature is used primarily when you initialize a contract and need to send out the first sales invoice.
Steps: Create a Single Billing from a Single Recurring Billing Template
- Select a Recurring Billing template to use to create a Billing.
- Once in the single Recurring Billing, click the Create Billing button.
- An intermediate screen opens for previewing the Billing.
- If satisfied, click Create or Create & Post.
For best viewing, click the YouTube gear icon at the bottom of the video, click Quality, and select 1080p.