How do I create recurring invoices? (2024.05)
Invoices
Use Create Recurring Invoices to set up an invoice that needs to be created for a vendor, or group of vendors, at regular intervals. Recurring invoices are set up in the vendor's file. At the appropriate time, running Create Recurring Invoices will generate the invoice for vendors with recurring invoices.
How do I add a recurring invoice?
What's new?
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This view includes the input date field in the 2024.02 release. Adding the input date will ensure the recurring invoice will show up in reports for the month when the recurring invoice was created instead of the prior month. (56705)
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There's a new look and feel to the view. The Accept and Accept All buttons have been removed because you can use the checkboxes in the updated grid to do these tasks. (56705)
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You can use numbers (0-9) or letters (A-Z) in the invoice number and you can edit the description. (56707)
Creating recurring invoices
1. Open Connect Accounts Payable > Invoices and Payments > Create Recurring Invoices.
2. Verify the input date.
The default input date is the current system date.
3. Select the GL period.
The GL Period is the period the system will use to record the transaction. This option is only available when the General Ledger Interface is set to Caselle 4.x.
3. Enter the date range.
Connect will create recurring invoices for recurring invoices that occur during the selected date range.
4. Select the vendors with recurring invoices.
The grid will show the vendors who have recurring invoices in the selected date range.
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Select the checkbox next to a vendor to create a recurring invoice.
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Remove the checkmark to not create a recurring invoice for the vendor.

Additional options:
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To edit the invoice number, remittance address, department, bank, or terms, click Edit
next to the vendor number, and then click the Recurring Invoice tab.

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To edit the recurring invoice properties, click Edit
next to the vendor number or click the recurring invoice amount.

5. Click GO (CTRL+G).
The invoice is created in the GL period for the vendor. To view the invoice, you can use the Recurring Invoices tab in Vendor Inquiry.
202402, 2024Jan05
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