Generate Recurring Vendor Invoices screen

Use the Generate Recurring Vendor Invoices screen to enter vendor invoices based on recurring vendor invoice templates. This is a convenient feature when you receive invoices from a vendor that:
  • Come at regular intervals.
  • Are for the same amount.
  • Are charged to the same general ledger account.

Typical situations for recurring invoices include rent or loan payments.

Before you can generate a recurring vendor invoice, you must use the Recurring Vendor Invoice screen to set up a recurring vendor invoice template. The prefix from the Invoice field on the Recurring Vendor Invoice screen is used to identify the recurring invoice. When you generate the recurring invoice, the current date (in the format YYYYMMDD) is appended to the invoice prefix to create an invoice number.

For example, if the invoice prefix on the recurring vendor invoice template is RENTALPAY and the invoice date is April 29, 2023, the invoice number of the generated invoice will be RENTALPAY20230429.

Note: To open the Generate Recurring Vendor Invoices screen, click Vendors > Invoices > Generate Recurring Vendor Invoices in the All Tasks pane.