Recurring billing

For firms that bill in BMS

This applies when your firm raises its invoices in BMS. A firm whose money lives in MYOB AE raises its bills in MYOB AE; see How billing works when MYOB AE holds the money.

Billing > Recurring Billing bills a fixed fee on a schedule, such as a monthly accounting fee.

Billing > Recurring Billing.

1. Press New Recurring Billing and choose the client, the period and how often to bill.

2. Add the services it covers, with their fees.

3. Choose whether each invoice is approved automatically, and press Approve.

The schedule of invoices.

The Invoices list shows every invoice the schedule will raise. Engagements set up recurring billing for you; see Engagements and their statuses.