How do I setup a Recurring Supplier Invoice for a Supplier Invoice?

Updated on April 8, 2019 06:28am by Admin

Recurring Supplier Invoices are flexible in letting you decide whether Supplier Invoices are emailed out automatically. Send a Supplier Invoices to your customers on a regular interval for the same amount of product/services provided. Enable the Recurring Supplier Invoices to generate a new Recurring Supplier Invoices for the customer. Once the Recurring Supplier Invoices is created, all the Recurring Supplier Invoices will be shown under the following tabs.

Recurring Supplier Invoices Menu

Active:

All the currently existing Recurring Supplier Invoices are found under this tab. There are action buttons to “pause/resume” the Recurring Supplier Invoices and to “stop” the Recurring Supplier Invoices.

Stopped:

All the expired/stopped/completed Recurring Supplier Invoices can be found in this tab.

To be emailed:

All the created Recurring Supplier Invoices which are ready to be sent to the customer can be found in this tab. (To be emailed)

Steps to Create Recurring Supplier Invoices in Supplier Invoices App

  • Click on "More Options (...)" and select "Settings" located at the app header bar.
Settings in Supplier Invoice


  • Click on “Recurring Supplier Invoices" from "Payments" drop down from the left navigation panel.
Payments dropdown


  • Toggle on “Enable Recurring Supplier Invoices”.
Recurring Supplier Invoices


  • Enabling the “Queue Supplier Invoices for Review” option, you would be able to view the created recurring Supplier Invoices in “Active” state under the “Recurring Supplier Invoices” menu.
Queue for review


  • Enabling the “Automatically send the Supplier Invoices to Customer” option, to send the Supplier Invoices automatically.
Automatically Send Invoices


  • Recurring Supplier Invoices gets automatically updated.

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