Recurring Invoices
Recurring Invoices
Invoices can be marked as Recurring for quicker assignment entry when vendors are paid more than one time per year.
NOTE: Recurring invoice types may be set up under System > Drop Down Options by a system administrator. If you are using universal navigation, click Settings > General > Drop Down Options.
To flag an invoice as recurring:
Select Vendors > Invoices. If you are using universal navigation, click Payables > Invoices > Invoices.
Search for and select the desired association and invoice(s).
Select the checkbox next to the invoice to be flagged as recurring, and then click Recurring.
Select Vendors > Recurring Invoices. If you are using universal navigation, click Payables > Invoices > Recurring Invoices.
Click on a Pay To name to open the Recurring Invoice Template screen.
Enter a unique account number in the Vendor Account # field so that it will be easily identifiable on the Assign Invoices screen (e.g., Acct. # + vendor name, meter number for utility bills).
Select the invoice type from the Type dropdown, if applicable.
NOTE: Once an invoice is set up with a recurring template, set up alerts to be reminded of Recurring Invoices Due and Not Paid or Recurring Invoices Due and Not Received under File > Alerts/Reminders. If you are using universal navigation, click Notifications > Alerts Setup.
Click Save.
When the vendor invoice is presented for assignment after the invoice is flagged as Recurring, the invoice information will be available on the Assign Invoices screen. Select Vendors > Assign Invoices and enter the unique account number in the Recurring field or select it from the dropdown. If you are using universal navigation, click Payables > Invoices > Assign Invoices.
NOTE: Once the vendor is selected from the recurring list, the invoice information will prefill on the screen. The Invoice #, Total, and Memo fields may be changed as needed.
