Overview
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.
Steps to Create a Recurring Billing from the List View
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To do this, navigate to the Recurring Billings List View.
- On the appropriate List View, check the box next to each Recurring Billing that should be used to create Billings.
NOTE: In the List View, Accounting Seed supports batch creation of up to 200 Billings from Recurring Billing templates.
- After selecting all the Recurring Billings desired (indicated by the checked boxes), click the Create Billing button.
- An intermediate screen opens for previewing all the Billings about to be created.
- If satisfied, click Create or Create & Post to create these records.
