Navigation: Accounting > A/P > Manage Recurring Invoice

Use this page to create a recurring invoice template.
To view, edit, approve, post, delete, or reclass existing invoices, use the Manage Invoice page.

 

Add a Recurring Invoice Template

Step 1: Open the Page

  • Go to Accounting > A/P > Manage Recurring Invoice.
  • From Page Actions, select Add Template.

 

Step 2: Enter Invoice Details (Overview Tab)

  • Association – Select from dropdown.
  • Vendor – Vendor must be set up and approved under Manage Vendor.
  • Payment Status – Choose Open or Ready to Pay.
  • Invoice Date / Due Date / Post Date – Enter the correct dates. (Post Date must be in an open period.)
  • Invoice No – Optional. Must be unique for that vendor.
  • Invoice Amount – Enter the total amount.
  • Pay Via – Choose Check, AutoDebit, or Manual.
  • Pay From Bank – Select the bank account.
  • Notes / File – Optional memo, A/P note, or file upload.

 

Step 3: Expense Distribution

  • GL Account – Select the GL account.
  • Amount – Enter the amount.
  • Unapplied must be $0.00 to post.

 Optional (works only if AutoDebit is selected as Pay Via and the invoices do not require approval):

  • Auto Post – Invoice posts automatically.
  • Auto Pay – Invoice pays automatically.

 

Step 4: Recurring Tab

  1. Open the Recurring Tab.
  2. Check Enable Recurring.
  3. Set the schedule (daily, weekly, monthly, or yearly).

 

Step 5: Files Tab

Upload any supporting documents (e.g., a copy of the invoice).

 

Step 6: Save the Template

  • Click Save.

Once saved, invoices will be generated automatically according to the schedule.

After invoices are created, you can manage them from the Manage Invoice page.