Recurring Invoices in Payables

Recurring invoices are templates you use to create regular invoices quickly and easily according to a schedule. A regular invoice is a request for payment from a vendor for goods or services rendered. Use recurring invoices to remind you to pay for recurring items such as utility bills and mortgages. They also provide basic info such as the vendor’s name and invoice amount to help save time adding invoices.

To quickly locate the recurring invoice you want, search or filter the list.

  • To find and open a specific recurring invoice, search for it by name (or partial name) and select it in the results.

  • To view only invoices that share specific criteria such as such as amount, filter the list. From the Filters list, select the criteria of the invoices to work with and select Apply filters.

  1. From Payables, Invoices, under Recurring, select Add.

    Tip: For more details about adding an invoice, see Add Standard Invoices in Payables.

  2. Under Details, enter basic recurring invoice information such as vendor, invoice and purchase order number, amount, description and status.

  3. Select Next.

  4. Under Schedule, select the schedule type and frequency.

  5. Select Save or Save and new.

From the Invoices page in Payables, select the Recurring tab. To edit a recurring invoice, select the ellipses menu next to the invoice number. You can then edit the information in the recurring invoice.

  1. To generate recurring invoices, select Generate Recurring Invoices from the Recurring invoices list page.

  2. Under Generate invoices, select the date to generate and post date and status.

  3. Select Next.

  4. Under Invoices result, the invoices that match your criteria appear.

  5. Select the invoices you want to generate.

  6. Select Generate invoices.