Adding Recurring Invoices

After creating a recurring batch, you can add recurring invoices to the batch.

Accounts Payable > A/P Batch Window > Recurring Invoices
Click edit to the left of the batch to which you want to add recurring invoices.
Click New to enter recurring invoices.
Enter either the Vendor Code or the Vendor Name using one of the following methods:
- Type part or all of the vendor code or vendor name and tab. The fields are populated if there is a direct match or opens the Vendor Search window allowing you to select from a listing of vendors matching the information entered into the code or name.
- Use the magnifying glass icon to the right of the vendor code or vendor name to search in the Vendor Search window and select the correct vendor.
Type the invoice amount in the Invoice Amount field or leave the amount blank if the recurring invoice amount is always a different amount
In the Description field, type an appropriate description for the invoice.
Select the terms of payment for the invoice from the Payment Terms list.
Type or select the effective date.
Select the fiscal period from the Period list.
Select the fiscal year from the Year list.
Click Allocate to add the GL Account distribution details. The Edit Recurring Invoice window opens.
Enter the account number in the GL Account field or the account description in the Acct. Desc. field or use the magnifying glass icon to search for the account. The amount is automatically be populated based on the invoice amount and it can be left as a blank.
Enter a description in the Description field (if needed).
Click Save.

For recurring invoices in Head Office, you also need to enter a facility name or alias.

Delete a recurring invoice by clicking the del link to the left of the vendor name of the invoice.

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