Recurring Billing

Purpose

Recurring Billing consolidates due contract invoices from multiple sales contracts into one shared processing run. It is the central mechanism for invoicing recurring services efficiently and with control.

Prerequisites

• activated sales contracts with a correctly maintained next billing date exist
• year, month, and posting date for the planned billing run are defined
• if required, filter criteria are prepared to limit the run to a specific contract population

Functional focus

Billing period and contract selection

The recurring invoice list works on a calendar basis using year and month. In addition, the contract view can be used to restrict which sales contracts are included in a specific run. This supports both broad batch runs and targeted subsets.

Create invoices in batches

After the billing period is selected, the system identifies all due contract cases and creates the related invoices in one batch. The key benefit is that users do not have to open and invoice each sales contract separately.

Start directly from the sales contract

In addition to the recurring invoice list, an invoice can also be triggered directly from the sales contract. The created invoice then appears in the recurring invoice list and can be reviewed and processed there.

Review, print, and post

Generated invoices remain visible and controllable before posting. They can be displayed, recreated if needed, printed, and posted either individually or in batches. This keeps the recurring billing process manageable even for a larger contract base.

Outcome

Recurring Billing provides a scalable batch process for recurring contract invoicing. It connects contract control with efficient invoice generation and clean posting execution.