Generate a recurring invoice

  1. Go to the Kör återkommande transaktioner (AP504000) window.
  2. To select the schedules by a range of due dates, do the following:
    1. Select the start date in the Start on field.
    2. Click the On this date button, and select the date that ends the range of due dates in the unlabelled field to the right.
  3. To run a specific number of schedules, do the following:
    1. Select the start date in the Start on field.
    2. Select the After running this number of schedules button, and type the number in the unlabelled field to the right.
  4. In the table, select the unlabelled check box preceding each schedule to be run.
  5. In the window toolbar, click Run selected to generate documents in accordance with the selected schedule.

    Documents will be generated only as specified by the schedule; no documents may be generated ahead of time.
    The generated document has the same details as the scheduled document, but its transaction date is set in accordance with the schedule.

  1. Once processing is successfully completed, click one of the processed schedules on the list to select it.
  2. Click View schedule in the toolbar. This opens the Återkommande transaktioner (AP203500) window as a dialog box with the selected schedule.
  3. Click the reference number of any document to open the Leverantörsfakturor (AP301000) window as a pop-up. Make any needed modifications to the document.