If you already have an invoice from a vendor you pay regularly, you don't need to build a recurring template from a blank form. You can create one directly from that invoice, carrying over the details you've already entered instead of retyping them.
Use this method the first time you receive an invoice from a vendor you'll be paying on an ongoing basis. It saves you from setting up a template separately and then coding the invoice a second time.
Follow these steps to create a recurring invoice template from an existing invoice:
In CINC, go to Vendors > Invoices.
OR
In CINC with universal navigation, go to Payables > Invoices > Invoices.
The Invoice List page displays. Search for and select the appropriate association.
Select the checkbox next to the invoice to flag as recurring, then click Recurring.
A recurring invoice template is created.
In CINC, go to Vendors > Recurring Invoices.
OR
In CINC with universal navigation, go to Payables > Invoices > Recurring Invoices.
Click the Pay To name to open the Recurring Invoice Template page.
Update these fields:
Type
Recurs On Day
Total, if needed
Notes, if needed
Click Save.