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Prerequisite

   Define a recurring invoice template. See: Defining a Recurring Invoice Template.

   To create recurring invoices:

1. In the Recurring Invoices window, query the recurring invoice template from which you want to create invoices. Enter in the Number of Invoices field the number of invoices you want to create. Choose Create Invoices.

2. Payables navigates to the Create Invoices window and displays invoices in the next available periods. For example, your template is for monthly invoices starting in January and you have already created two invoices. If you entered 2 for Number of Invoices, Payables will display the March and April invoices.

3. If you want to include the invoices in an invoice batch, enter a Batch Name. This name will appear on your reports and will help you locate the batch online. You can enter the name of an existing batch or a new batch name. You can only enter a Batch Name if your Use Batch Control Payables option is enabled.

4. If you are using Foreign Currency, enter Exchange Rate information. See: Foreign Currency Transactions.

5. Choose Create to create the invoices. The new invoices are now regular invoices and must be approved before you can pay them or create journal entries for them.

6. Save your work.

If you have enabled the Invoice Amount Limit or Hold Future Invoices supplier site holds, Payables places those holds on exception invoices as it creates them.

You can review and adjust the distributions or scheduled payment of a recurring invoice by querying the invoice in the Invoices window.

See Also

Defining a Recurring Invoice Template

Withholding Taxes from Recurring Invoices

Adjusting Invoices

Recurring Invoice Restrictions

Creating Recurring Credit/Debit Memos

   To create recurring credit memos or debit memos:

• Define a recurring invoice template as usual, but enter negative invoice amounts. See: Defining a Recurring Invoice Template.