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Create an invoice schedule

Create a recurring invoice plan from selected order lines and choose when future invoices are generated.

Start from the order

  1. Open Orders.

  2. Select the order.

  3. Review Order lines.

  4. Select the recurring lines.

  5. Open Options.

  6. Select Create payment plan.

Configure the schedule

  1. Choose the appropriate option under schedule option.

  2. Review first invoice date and repetition.

  3. Review automatic payment and linked job plans.

  4. Select Create payment plan.

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