Purpose: Recurring bills is the module used to create templates and schedules for the bills you send every month. Utilizing this feature can automate regular processes and save you a great deal of time inputting information


Table of Contents


Create Recurring Invoices

Go to: General Revenues>General Billing>Invoice Processing>Recurring Invoices


1. Click Add to create a new recurring bill (alternately you can choose the search button to find/view bills already in the system)



2. Complete the necessary fields in the invoice as follows:


3. Create a recurrence pattern with a beginning and end date


4. Tab through until you reach the detail tab (Or just click on the tab when you're finished with the first page). Complete the details as follows:



Edit the default data in recurring invoices

1. Use Search or Browse to find the invoice you want to edit. Click update on the Tyler ribbon to update any header information


3. If you wish to edit the org/object allocations on the detail lines click Invoice detail. *IMPORTANT: Note that an invoice may have multiple detail lines. You will need to scroll through to find the invoice you want to edit org/object for. Once you find the detail line, click Modify Detail in the Tyler ribbon. This will give you the ability to edit org/object


Generate and Post Monthly Invoices

1. Go to: General Revenues>General Billing>Invoice Processing>Recurring Invoices and click Generate


2. Enter parameters to match the time period you put in your recurrence schedule to find the invoices you'd like to create.


3. Click Select and verify you have results showing in the Selected field


4.  Click View Selected to verify they are the correct ones and then click Create Invs


5. On the Output screen just choose PDF or Display to view get the confirmation (these are not the actual invoices yet...just a confirmation for what the system is about to do. Yes, there are TOO MANY confirmation screens!)


6. Note: You'll want to ensure the default information on your invoices is generic enough to be used for every month. If it is not you'll need to 

  1. say NO on the next step
  2. find the batch in General Revenues>Invoice Processing>Invoice Entry and Proof
  3. make individual edits BEFORE you post.

(Making regular monthly edits this way is possible but discouraged as it increases the workload and the likelihood of erroneous information being sent.)


(this process will also post copies to TCM)

See the document called GB INVOICES: Printing Invoices with ReadyForms