Recurring Billings and repeating Opportunities in NPSP


1 comment

  • Bao Do

    Recurring Billings are nothing more than a mechanism to create Billings on a periodic basis. Think of the Recurring Billing record as nothing more than a template. You can create Billings from that template through the automated job, manually or using it in flow if you like.

    Strictly speaking it has nothing to do on whether it comes from or relates to an Opportunity or not. You can create a Recurring Billing directly from the Opportunity if you like or you can just create the Billing from the Opportunity.

    It sounds like you're creating Billings for each Opportunity. Therefore it doesn't sound like you need a Recurring Billing for any reason. Hopefully that helps. If you have questions please feel free to reach out.

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