How Do I Process Recurring Invoices?

You can process billing records for projects with a ‘Recurring’ contract type. To do so:

1. Open Project screen from the Lists menu.
2. Select the desired project from the grid.
3. On the General tab, check whether its Contract Type is ‘Recurring’ and then move to the Billing tab.
4. In the Billing section, specify the Recurring Bill Amount and Frequency. Accordingly, Web Suite will generate billing records for this project in the Billing Review screen.

Frequency of billing for a project starts from the date of the invoice.

5. Click Save and then Return.
6. Now, open the Billing Review screen and select the above project for billing.
7. Set the Period and other filters and click Refresh to view the billing records for that project.
8. Billing records will appear according to the schedule set in the Project screen. The Net Bill amount is the amount set as the Recurring Bill Amount. Check the Bill column.
9. When ready, click Process to create a final invoice. The record will disappear from here and appear as an invoice in the Invoice Review screen.
10. Click Close.