How Do I Set Up A Repeat Supplier Invoice?

How Do I Set Up A Repeat Supplier Invoice?

Supplier Invoice is visible only if the Accruals method of accounting is set on the SETTINGS/Company Details page
  • Click Expense


 

  • Click Create Supplier Invoice



 

  • Tick Repeat Invoice



 

 

  • Enter details of the repeating supplier invoice, when complete click Save 



 

 

Note: Add a text reference in Your Reference and Supplier's reference boxes when entering details.  These are optional

 

  • Enter the criteria for the repeat transaction



 

Note:
Start Date - The date of the first expected transaction.

Repeat - The frequency of the repeat invoice.

End Condition - How many invoices are needed or the date of the last one.

 

  • Click Finish when complete


Notes: The system will prepare unpaid supplier Invoices for posting to the system. The system will show a reminder after log in that a repeat transaction needs to be dealt with.

The system will not put a repeat transaction in the books unless authorised - This can be via the link on the initial page after login or via Settings, Accept Repeat Transactions.

Options to Accept, Accept & Edit or Dismiss the transaction when it repeats are available.

Invoices will each need a later payment to clear the balance.


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