How do I create a Recurring Supplier Invoice?

Updated on May 6, 2019 06:12am by Admin

If you have got a supplier who pays the same amount every month, all you need to do is, create or set-up a Recurring Supplier Invoice.

Note: If you create a Recurring Supplier Invoice for your supplier, then you can record the payment for every Child Supplier Invoices but not for Parent Supplier Invoice. Let us create a Recurring Supplier Invoice using the following steps.

Steps to Create a New Recurring Supplier Invoice

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

Settings


  • Click on "Recurring Supplier Invoice" from "Payments" drop down.

Recurring Supplier Invoices


  • Enable "Enable Recurring Supplier Invoices" toggle button.

Enable Recurring Supplier Invoices


  • Click on the "Create Supplier Invoice" button, select "New Recurring Supplier Invoice" in the Supplier Invoice home page.

New Recurring Supplier Invoices


  • After you've selected "New Recurring Supplier Invoice," give the "Repeat Every" field. Set the start and end date, and start providing the Supplier Invoice details.

Creating Supplier Invoice

Once you've created a Recurring Supplier Invoice, send the Child Supplier Invoice to the customer on the same day. You can make payment for every Child Supplier Invoices.


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