3.0 How to create a recurring AP invoice

Modified on Fri, 24 Oct at 2:25 PM

You will set up a recurring monthly invoice in the AP invoice module when creating the invoice.

If you have a payables invoice that is the same every month you can set up the re-occurrences under the Reoccur tab. Simply click the checkbox labeled Reoccurring. Enter the number of times it should reoccur. Select the appropriate option for either Days or Monthly. Enter the appropriate number in the field to indicate every so many months. If it is a monthly bill such as building rent or trash service you would enter 1 in this field to occur every month.

To edit or stop a recurring invoice, you will need to select the invoice within AP inquiry that you created. If you double click on the invoice line in AP inquiry that is set to be recurring, Softbase will open AP Invoice Recurring Maintenance and you can adjust it from that screen.