Create a Repeating Accounts payable Invoice

This section allows a Trust Accountant user to create new repeating invoice templates, create new accounts payable invoices from these templates and update or delete the templates. This section is located at Accounts Payable > Repeating Invoices.

Create New Repeating Invoices Template

• Select Create New
• Select Supplier/Owner
• Select Property
• Enter Invoice Number
• Enter Work Order Number if applicable
• Select Account
• Enter Description. This will appear on all reporting and transactions
• Select Tax Rate as per the owners GST status
• Enter Gross Amount
• Click Create. A confirmation message will appear "These details have been saved as a repeating invoice template".

Update Repeating Invoices Template

To update a repeating invoices template, follow the below steps:

• Go to Accounts Payable > Repeating Invoices
• Select Update. This will display all repeating invoice templates. To filter by property, select a property
• Click Update on the relevant template line. This will create a popup to enable updates on any open fields.
• Update the repeating invoice template fields as required
• Click Update 
  

Delete Repeating Invoices Template

To delete a repeating invoices template, follow the below steps:

• Go to Accounts Payable > Repeating Invoices
• Select Update. This will display all repeating invoice templates. To filter by property, select a property
• Click Deleted on the relevant template line
• Click Ok to the popup confirmation dialog box 

Create Transaction using Repeating Invoices Template

• Go to Accounts Payable > Repeating Invoices
• Select Create Transactions
• Select a property to filter the template results if required
• Enter the Transaction Date
• Enter the From Date
• Enter the To Date
• Select the tick box for the relevant repeating invoice template 
• Click Generate

• Click Ok to the popup confirmation dialog box
• A confirmation message will appear "AP Invoices have been created".