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

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

• Log in and access the Supplier Invoices app from your universal navigation menu bar.

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

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

• Toggle on “Enable 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.

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

• Recurring Supplier Invoices gets automatically updated.

Related Links

• Payment terms in Supplier Invoices
• Payment Methods in Supplier Invoices app
• Customize the Supplier Invoices App
• Record Payment in Supplier Invoices
• View Payment Details
• Create Supplier Invoices from another Supplier Invoices