Billing Schedule Prerequisites

Billing schedule allows Customers to generate a schedule from a Sales order line item and, that in turn, is used to create Sale invoices, Deferred income documents and Deposits.
To be able to use the Billing Schedule option, the following requirements need to be set.

Environment defaults

On the General tab in Environment defaults, add Billing Schedule to Features.

Note

Without this setting, many of the following steps won't be available. So best practice is to make this setting first.

On the Document types, there is a document called Sale order (Billing schedule). Under Settings, the Schedule tick box needs to be ticked so that the Document type is available for bill scheduling.

Note

This is only available for the Billing Schedule type at the moment. It may be extended to other document types in the future.
On the Sale tab, there is a Schedule tick box that must be selected to allow scheduling for this Document type.

For individual Accounts, the Billing Schedule must be enabled by selecting the Schedule tick box.

Select the Customers that will be using Billing Schedule.
In the Defaults section on the Customer Tab, there are tick boxes to enable the Customer to ignore schedule/deposit.
- Ignore schedule: Tick if you don't want to default Billing schedules for Sale(s) related to this Customer.
- Ignore deposit: Tick if you don't want to default Deposits for Sale(s) related to this Customer.

Updated June 2024