RE: AR Recurring invoice function
The process is quite simply. You first set up the recurring items using the Recurring Invoice screen. This is where you describe the invoices, how frequently they are to occur (cycle) and for how many cycles. Then, each month you utilize the Generate Recurring Invoices screen to select the invoices you want to generate and the posting period and that builds the equivalent of the invoice and memo entry. Please note that, once a defined recurring item hits the total number of cycles defined for that item, it will disappear off of the Generate Recurring Invoice screen and, if the item is to continue, you will need to set up a new recurring invoice.