Create a schedule for recurring invoices

1. Go to the Recurring transactions (AP203500) window.
2. Click to add a new record. A schedule ID will be generated automatically upon saving. Use the Active check box to activate or deactivate the schedule.
3. Select a start date for the schedule.
4. Complete the optional fields:
   Expiration date: Available when Never expires is unchecked.
   Execution limit (times): Set the maximum number of times the schedule can be executed. Available when No limit is unchecked.
   Description: Provide a description for the schedule.
   The Next execution field displays the next execution date for the schedule and is read-only.
5. In the Schedule type section, choose the frequency for generating invoices. Pick a schedule type and enter the required parameters in the related section on the right side.
6. In the Document list tab, click to assign one or more invoices to the schedule.
7. In the Reference no. column, click to activate the field and click to select an invoice by its reference number.
8. Click .

In the Generated documents tab you can see a list of the documents generated as a result of running this schedule.

What is next?

To run recurring transactions, go to Generate recurring supplier transactions