Maintaining a recurring invoice schedule

You can maintain the number of times a recurring invoice recurs, the frequency of the recurrences, and the amount of a recurring invoice. Recurring invoice transaction Use this procedure to maintain the payment schedule for a recurring invoice.

Maintain a recurring invoice

  1. Access Invoice Maintenance (AP30.1) .
  2. Inquire on the recurring invoice you want to maintain.
  3. Click the Recur button to open the Recurring (AP30.6) subform. Use the subform to maintain parameters for the recurring invoice schedule.
  4. The application automatically changes all future occurrences for the recurring invoice.

    You can only change the recurring invoice amount if the invoice has not been processed by Invoice Distribution Closing (AP175). If the invoice has been processed by AP175, you must cancel and respecify the invoice.

Other procedures related to recurring invoices

  • Running Payment Closing (AP170) creates the next recurrence of any recurring invoice it processes. As an option, you can run Recurring Invoice Update (AP193) to update recurring invoices. Run Recurring Invoice Update (AP193) if you have any unpaid recurring invoices that are past their due date and want to ensure the liability for the next invoice recurrence posts to the current period to be closed. The program creates the next recurrence of any unpaid recurring invoices if the invoice date or posting date of the next recurrence falls before the As of Date you define.