Recurring Invoice Line Item Records

To open a recurring invoice line item record, first open its recurring invoice from Receivables, Invoices under Recurring. The Overview and Distributions tabs display for you to view and edit additional info.

Tip: Recurring line items don't post to general ledger. Similar to the recurring invoice, these line items are a template and non-transactional. They are used to generate invoices but don't represent financial activity.

• Delete — To delete a recurring line item, select Delete and confirm the delete.

  When deleting a recurring line item:

  • You must have applicable permissions.

• Overview — Review info about the recurring line item's client, billing item details, and notes. For more details about notes, see Notes.

• Distributions — Distributions determine the amounts to allocate to accounts and projects for the recurring line item. For details about distributions, see Distributions.