Contracts | creating and generating Recurring Invoice with the Contract Pricing

Step-by-step instructions

1. 
   Step 1

   Create a recurring invoice using the contract pricing from an existing contract.

2. 
   Step 2

   In the contract field, search for and select the contract you want to use (e.g., CT0-0144).

3. 
   Step 3

   Verify that the contract pricing products are suggested and that the sale price matches the contract pricing.

4. 
   Step 4

   Click Save to create the record, then navigate to generate scheduled invoices.

5. 
   Step 5

   Search for the recurring invoice you created and verify it appears in the customer invoices section.

6. 
   Step 6

   Open the generated invoice to confirm the customer invoices were created using the recurring contract pricing.