Schedule a recurring invoice

Create a document (or multiple documents if they should be generated according to the same schedule) by using the Purchase invoices (AP301000) window.
Save each document with the Balanced status. Do not release the them.

You can add supplier ledger documents of the following types to schedules: Invoice, Credit adjustment, Purchase credit note, and Prepayment.

If you want to use a document that is already closed, copy, and paste it to a new document.

  1. Go to the Recurring transactions (AP203500) window.
  2. In the top part, in the Description field, add a description of the schedule.
  3. In the Start date field, select the start date for the schedule. The default is the current date.
  4. Define limitations on the schedule execution as follows:
    • Enter the date when this schedule expires in the Expiration date field, or select the Never expires check box.
    • Enter the maximum number of times the schedule should be executed in the Execution limit field, or select the No limit check box.
  5. Specify how often the document should be generated:
    • To generate the document daily or every x days, do the following:
      1. In the Schedule type section, select Daily.
      2. In the Every day(s) field, type an integer to specify the number of days between document generations.
        To generate a document every day, enter 1; to generate a document every other day, enter 2; and so on.
    • To generate the document weekly or every x weeks, do the following:
      1. In the Schedule type section, select Weekly.
      2. In the Every week(s) field, type an integer to specify the number of weeks between document generation.
      3. Select the check boxes to specify the days of the week when the documents should be generated.
    • To generate the document monthly or every x months, do the following:
      1. In the Schedule type section, select Monthly.
      2. In the Every month(s) field, enter an integer to specify the number of months between document generation.
      3. Select when the document should be generated: either the day of the month or the week in the month and day of the week (such as the third Friday of the month).
    • To generate the document every x financial periods, do the following:
      1. In the Schedule type section, select By financial period.
      2. In the Every period(s) field, type an integer to specify the frequency of document generation by financial period.
      3. Specify whether the document should be generated on the first day of the financial period, the last day of the financial period, or a specific day of the period.
  6. Make sure the Active check box is selected to indicate that the schedule is active.
  7. Click .
  8. Optional: For user reference, attach a scanned copy or electronic version of the document on which this schedule is based.
    To do this, drag the file from the folder on your computer and drop it in the top part.
  1. Go to the Recurring transactions (AP203500) window.
  2. In the Schedule ID field, select a schedule to which you want to add a document or documents.
  3. On the Document list tab, click in the table toolbar.
  4. In the Type column, select the type of a document to be added.
  5. In the Reference no. column, select the document by its reference number.
  6. Optional: To attach an electronic version of the related document or its scanned image, click the staple icon and select and upload the document.
  7. Repeat steps 1- 4 for each document you want to add.
  8. Click .