Process Repetitive Invoices

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You can create and maintain recurring invoices for payable items such as monthly rental charges, contract payments, and insurance. Use A/P Repetitive Invoice Entry to create and maintain these items. After the items are set up, select them as necessary to process in A/P Invoice Data Entry.

Use the A/P Repetitive Invoice Listing as a reference for selecting invoices for payment.

 

To process repetitive invoices

  1. Select Accounts Payable Main menu > Repetitive Invoice Entry.

  2. Enter the repetitive invoice information. For more information, see A/P Repetitive Invoice Entry - Fields.

Expand or collapse item If the taxing jurisdiction has a tax limit

  1. Click Tax Detail.

Note Tax Detail is available only if the Sales Tax Reporting check box and the Calculate Sales Tax in A/P Data Entry check box are selected in the Accounts Payable Options window.

  1. In the Tax Detail window, in the Tax Amount field, change the sales tax and click OK. For more information, see Tax Detail - Fields.

Click Accept.

  1. Select Accounts Payable Main menu > Repetitive Invoice Selection.

Note Repetitive Invoice Selection can be performed by batch if the Enable check box is selected for batch processing in the Accounts Payable Options window for the Invoice Data Entry task. Repetitive invoices can be selected and processed with a batch of regular invoices, or they can be processed separately.

  1. Select the invoices to process in A/P Invoice Data Entry and click Proceed. For more information, see A/P Repetitive Invoice Selection - Fields.

Note Invoices selected for payment are assigned an invoice number consisting of the invoice reference code, followed by the invoice date entered (for example, RENT053110).

  1. Select Accounts Payable Main menu > Invoice Data Entry.

  2. Edit the selected invoices, if necessary. For more information, see A/P Invoice Data Entry - Fields.

Note Modified information is reflected in the current invoice and does not change the record in A/P Repetitive Invoice Entry.

  1. Click the Print button to print and verify the Invoice Register.

  2. Update all repetitive invoices selected, whether they were processed separately or in combination with regular invoices.

The repetitive invoices are processed.