One key feature when creating a Recurring Service Call is to indicate if the software should auto-create an invoice for each Service Call being created. There are situations where this would be welcome and others where it is not appropriate.
The video below walks through the process of activating the auto-create invoice for a recurring service call. It is the same video as creating a Recurring Service Call, so you can skip to roughly the 3 minute mark for the discussion on the Auto-Create Invoice steps.
- In order to activate the auto-create invoice for a Recurring Service Call, the software will need an invoice that it will copy. Therefore the original invoice for the set of Recurring Service Calls must be already created. You will search by invoice number to associated the invoice to be used for the creation of the recurring calls.
- When the future Service Calls are created, the software will also create the future Invoices. They will be set to a Status of "Not Authorized"