Create a schedule for recurring invoices

1. Go to the Återkommande transaktioner (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. Continue to fill in the other fields (optional):
   Expiration date: Only active if the Never expires check box is not selected.
   Execution limit (times): The maximum number of times the schedule can be executed. Only active if the No limit check box is deselected.
   Description: Enter a description for the schedule.
   The Next execution field is a read-only field that will display the next execution date for the schedule.
5. In the Schedule type section you decide how often you want to generate invoices. Select a schedule type and enter the parameters in the corresponding section on the right hand 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.

Vad är nästa steg?

To run recurring transactions, go to Generate recurring supplier transactions