Recurring Invoice for Maintenance Agreements

Maintenance Agreements (MA) are a two-part process. We set up a recurring order and a recurring invoice in SME. Both work independently of one another. The recurring order genereates the Service Ticket for each period outlined in the MA. The recurring invoice generates the invoice for each period outline in the MA.

For example: The MA may be for montly service that is billed quartlery. The Recurring Order would be set to generate on the first of each month while the invoice is set to generate every three months.

RECURRING ORDERS
Recurring orders are generated off of the ITEM on the order.

RECURRING INVOICES
Recurring invoices are generated off of the dates found on the Details and Settings tab.