NSC | Creating a Billing Schedule with a specific Billing Amounts

Scenario

User wanted to customize a Billing Schedule to set specific Amounts to be billed per month to follow their customer request and agreed terms.

Creating a billing schedule with set billing amounts ensures predictable, consistent invoicing over a defined period and amount.

Solution

1. Navigate to Lists > Accounting > Billing Schedules > New
2. Set the following:
   1. Add the Billing Schedule Name
   2. Initial Amount = 0 (zero)
   3. Initial Payment Terms = Null
   4. Recurrence Frequency = Custom
   5. On Custom table, add the following:
      
   6. Recurrence Count value will automatically be populated
   7. In Arrears = Unchecked
   8. Recurrence Payment Terms = Null
3. Click Save
4. Create the Sale Order from Transactions > Sales > Enter Sales Orders