Overview
This feature is used primarily when you initialize a contract and need to send out the first sales invoice.
Show Me
For best viewing, click the YouTube gear icon at the bottom of the video, click Quality, and select 1080p.
-
Navigate to the Recurring Billing contract view page.
-
Click the Create Billing button.
-
This will advance the Next Billing Date based on the frequency you have chosen.
-
Also, the Last Billing Date will be updated with the value that was in the Next Billing Date field prior to clicking the Create Billing button. This provides an audit trail of when the contract was last billed and when it is supposed to be billed next.
