Articles in this section

Create a Billing from a Recurring Template

  • Updated
Follow

ASU_Button_2-10__1_.png

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

  1. Select a Recurring Billing template to use to create a Billing.
  2. Once in the single Recurring Billing, click the Create Billing button.
  3. An intermediate screen opens for previewing the Billing.
  4. If satisfied, click Create or Create & Post.

Show Me

For best viewing, click the YouTube gear icon at the bottom of the video, click Quality, and select 1080p. 

 

 

Steps to Create a Recurring Billing from the List View

  1. To do this, navigate to the Recurring Billings List View.
  2. 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.
  3. After selecting all the Recurring Billings desired (indicated by the checked boxes), click the Create Billing button.
  4. An intermediate screen opens for previewing all the Billings about to be created.
  5. If satisfied, click Create or Create & Post to create these records.

Show Me

For best viewing, click the YouTube gear icon at the bottom of the video, click Quality, and select 1080p.  

 
 
image.png

 

 

Related articles