How to create a recurring AP invoice

ou 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.

• Related Articles

• How do I edit a recurring AP invoice?

  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 ...

• How to set up a recurring rental contract to be invoiced every month.

  Below are the steps to set up recurring rental documents in Softbase. To begin, open the invoicing tab and create a work order. Then, click on the rental info tab. Create a new rental contract or use an existing contract number and add it to the work ...

• How to enter an AP invoice that utilizes currency.

  AP Invoice Entry- To begin, you should make sure that the currency exchange setup for Accounts Payable has been completed (See knowledge article). To enter an invoice with currency, you will open AP invoice entry under the accounting tab and add a ...

• How to transfer an AP balance to another invoice and/or vendor.

  If an invoice was posted to the wrong vendor but the distribution was correct, I can simply move the payable balance with a journal entry. I will open a new journal, and then select my AP GL account. In this example, I want to take the balance of ...

• How do I apply a credit and debit invoice in AP payments against each other?

  In AP payments, we can see vendor ZIO000 has two “invoices” that offset each other, but the system is unable to match them because the invoice numbers are different. Because the system is unable to clear them for you, you can accomplish this using AP ...