A recurring invoice allows you to generate an invoice automatically. You can either create a draft or automatically submit it for approval.
Prerequisites
Access to ProcureDesk with permission to create and manage invoices.
Step-by-Step Instructions
Create a New Invoice:
Navigate to the Invoice module and click on New Invoice to upload the invoice.
Enable Recurring Invoice:
Under the Invoice header, click on Recurring Invoice.
Set Recurrence Details:
Choose the frequency and invoice status.
Select the day on which the invoice should be generated.
Set the start and end date for the recurring schedule.
If you want the system to automatically submit the invoice for approval, check the Submit Invoice for Approval checkbox.
Complete and Submit the Invoice:
Fill in the remaining invoice details and submit the invoice.
Invoice Generation:
The system will create the invoice based on the schedule, either in Draft status or Submitted status as specified.
FAQs and Troubleshooting
Can I edit the frequency of a recurring invoice after it’s set?
No, you must create a new recurring invoice with the desired frequency.
What happens if the end date is not set?
The recurring invoices will continue to be generated indefinitely until an end date is specified.
Can I cancel a recurring invoice?
Yes, navigate to the recurring invoice settings and delete or modify the schedule to stop future invoices.