AR> Maintenance> Recurring Groups

Recurring Group Maintenance

Summary

The Recurring Group Maintenance window is used to create and maintain recurring groups in the Accounts Receivable module. Recurring groups are then used to create and apply recurring invoices.

Recurring groups are attached to customer accounts on the Recurring Invoices tab of the Account Maintenance window (AR> Maintenance> Accounts> Recurring Invoices tab).

Related Links

Click here for information on setting up a Recurring Invoice.

Click here for information on Account Maintenance.

Step by Step

1     Open the Recurring Group Maintenance window (AR> Maintenance> Recurring Groups).  

 

• The Recurring Group Maintenance window will display a list of all the recurring groups created in the application.
• Click the Delete icon to delete a recurring group. You cannot delete recurring groups that are attached to recurring invoices.
• Click on the Create icon to add a new recurring group.

2     Create a Recurring Group.  

 

• Enter a group name in the Group field. This name can be up to 20 alphanumeric characters. This field will not be enabled and available for editing after the recurring group has been saved.
• Enter a description in the Description field. The Description can be up to 60 alphanumeric characters.
• Click on the Save icon or press ENTER to save the recurring group.

Springbrook Software

® All Rights Reserved 2017

Toll Free Support 866-777-0069