Summary of Steps:
- From the Opportunity click "Create Recurring Billing"
- Deselect any product lines you do not wish to setup or change any information on the recurring billing in the intermediate screen.
- Select the Recurring Billing Frequency
- Click "save"
- The Account field is a required field on the Opportunity to use this feature.
- A recurring billing can be set up manually by simply navigating to the "Recurring Billing" tab and clicking the "New" button.
- When creating a recurring billing from the Opportunity the Opportunity products will automatically become recurring billing lines.