AR> Utilities> Update Recurring Invoices

Update Recurring Invoices

 

Summary

 

The Update Recurring Invoices tool is used to update existing recurring invoices after making changes to the amounts and/or descriptions associated with the fee codes attached to those recurring invoices.

 

Step by Step

 

• Open the Update Recurring Invoices window (AR> Utilities> Update Recurring Invoices).
• The Recurring Groups field is used to select each recurring group that will be updated.
  • Recurring invoices are assigned to a recurring group, which is then used in the Invoices process to create and apply recurring invoices.
  • All of the recurring invoices assigned to the selected recurring groups will be updated.
    • Click here for information on Recurring Group Maintenance.
    • Click here for information on Recurring Invoice Maintenance.
    • Click here for information on Generating Recurring Invoices.
  • At least one Recurring Group or Fee Code must be selected before you can run the update tool.
• The Fee Codes field is used to select each fee code that will be updated.
  • Select any fee codes that have been updated since the recurring invoices were created. This will ensure the new amounts and/or descriptions on the edited fee codes are pushed to the relevant recurring invoices.
    • Click here for information on Fee Maintenance.
  • At least one Recurring Group or Fee Code must be selected before you can run the update tool.
• Check the Update Amount and/or Update Description toggles to push the updated amounts and/or descriptions on any selected fee codes to the relevant recurring invoices.
• Click the Confirm icon to run the update tool.