Creating recurring invoices

When you create a recurring invoice, these fields are incremented based on the selected recurring frequency:

  • Invoice date
  • Due date
  • Distribution date
  • Discount date of the next invoice

A unique invoice suffix number is assigned to each recurrence. Use recurring invoices for payments that are made on a regular basis, such as a rent payment or a car payment.

  1. Select Manage Invoices.
  2. Open an invoice record.
  3. Click the Payment tab.
  4. In the Processing Options section, specify this information:
    Payment Priority
    Select a payment priority.
    Invoice Group
    To select invoices assigned to a specific user-defined invoice group, select the corresponding invoice group code. See the Financials Setup and Administration Guide.
    Secondary Withholding
    Select this check box if the use of secondary withholding codes is required for the invoice.
  5. In the Recurring Invoice Options section, specify this information:
    Note: This section is only available for match invoices if the Match Process Type is Expense.
    Recurring Frequency
    Select the recurring schedule for the invoice.
    Number of Recurrences
    Specify the number of times the invoice will recur.
  6. Click Save.