Native recurring schedules support Weekly, Monthly, Quarterly and Yearly frequencies with an Every value from 1 to 12 of the chosen interval. Choose the cadence that matches the customer agreement, then inspect the generated calendar preview.
Set First occurrence and an optional End date. An occurrence on the end date is included. Due after days accepts 0 to 365 calendar days and determines each generated draft's due date from its occurrence date. A zero-day deadline makes the draft due on its occurrence date.
A number prefix uses uppercase letters, digits and hyphens. Review the previewed document numbers along with issue and due dates so the schedule is distinguishable from manually prepared invoices.
Do not activate solely because the fields are valid. Check the next five occurrences against the intended billing calendar, especially for monthly or annual terms near period boundaries. The schedule creates drafts only; it does not automatically approve the obligation, email the customer or collect a recurring payment.
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