How do I add a recurring invoice?
A recurring invoice is an invoice that needs to be created for a customer, or group of customers, at regular intervals.
Adding a recurring invoice
1. Open Connect Accounts Payable > Vendors > Modify Existing Vendors.
2. Use the Vendor box to enter a value. Press Enter.
You can enter the vendor name, vendor number, or a vendor's secondary name.
3. Click to select the Recurring Invoices tab.
4. Click Create a New Recurring Invoice.
Create a New Recurring Invoice
The Add New Recurring Invoice form displays.
5. Enter the recurring invoice.
You need to set up at least one invoice detail description to set up a recurring invoice.
Add New Recurring Invoice form
Click OK.
The new recurring invoice and recurring invoice detail displays in the pane on the left.
Recurring Invoices Detail list
6. Fill in the rest of the recurring invoice properties.
Use the fields on the Recurring Invoice subtab to set up the recurring invoice frequency and terms.
Recurring Invoice subtab
Use the fields on the Recurring Invoice Detail subtab to enter the invoice detail on the recurring invoice.
Recurring Invoice Detail subtab
7. When you're finished setting up the recurring invoice, click Save (CTRL+S).
The recurring invoice is set up and saved.
202008, 2020Apr14
Copyright © 2025 Caselle, Incorporated. All rights reserved.
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