Set up a recurring fixed invoice

You can set up invoices that recur automatically, periodically. Specify the recurrence using the Recurring Events form.

You must set up the Command Scheduler to run a recurring payment.

To specify an invoice’s recurrence

1. Create a miscellaneous vendor invoice, but do NOT post it.

2. On the Toolbar, click More Actions.

   Select More Actions > Actions > Recurring Events.

3. Identify the recurring event:

   • Change the event ID in the Event ID field if required.

   • In the Description field, type a description of the recurring event.

4. Set the event details:

   • In the Repeat Until area, select when to stop the invoice from recurring:

   • From the Frequency list, select the frequency to use to create the invoice.

     • Click Cancelled to stop when you cancel the invoice.

     • Click Date and enter the date to stop on a certain date.

     • Click Amount and enter the amount to stop when the total amount reaches the specified amount.

     • Click Times and enter the number to stop after a certain number of recurrences.

5. Specify the starting information:

   • In the Current Status field, select Active.

   • In the Starting Date field, change the date if required.

6. Click Save to save the recurring payment information.