[AP] AP Recurring Invoices Set Up

1. Ensure that you are in the correct company. 

2. Click the drop down arrow next to Account Payable. 

3. Accounts Payable > Click Programs

4. Double click AP Recurring Invoices. 

5. Enter the vendor number for the recurring invoice that you will be creating - if you have previously created recurring invoices, there will already be a vendor number entered but you can delete and type over it to create a new one. 

6. Enter your unique invoice number or information. (Note: Each time this recurring invoice is posted, it will appear as the AP Reference followed by a dash and a sequential number, starting with “-1” and increasing with each posting.) 

7. Enter a description for the invoice 

8. Enter the Pay Terms if they aren't already autofilled - entering the vendor will autofill anything that is in AP Vendors. 

9. Enter the Hold Code or CC# if applicable. 

10. Enter the Frequency - you can F4 to see any frequency options that you have set up

11. Enter the pay control if necessary 

12. Enter the pay method and CM Account

13. Check/uncheck Post Monthly depending on whether you would like to post the invoice monthly. 

- If you check the box, you will need to enter what day of the month that the invoice should be posted in the Monthly Invoice Day box.

14. The Limit is not necessary to be filled but you can fill it if you would like. 

15. Enter the Expiration Date if applicable - this will be when the recurring invoice no longer needs posted. 

Note: The 1099 box will autofill based on the vendor set up in AP Vendors. 

16. Click the two blue arrows or anywhere in the bottom section to save and move on to the coding section. 

17. Code the invoice how you would a normal invoice. 

18. Click Save