Recurring items in Halo

What’s happening?

• This quote has a recurring item on it (monthly) and has a contract duration of 24 months set on it.

• When creating a sales order the item comes over but the billing period (monthly) and number of periods (24 months) are both not filled in.

Why does this matter?

• In order to create a recurring invoice these fields need to be filled in, otherwise they won’t be added to the invoice correctly.

• This means currently it would need to be filled in manually for every recurring item.

What does done look like?