Work with recurring transactions

You can also view the details of active and completed schedules.

How to create a schedule for recurring invoices

1. Go to the Recurring transactions (GL203500) window.
2. Click to add a new record. The Schedule ID will be generated automatically upon saving. Use the Active check box to activate or deactivate the schedule.
3. Select a Start date for the schedule.
4. Continue to fill in the other fields (optional): Expiration date: Only active if the Never expires check box is deselected. Execution limit (times): The maximum number of times the schedule can be executed. Only active if the No limit check box is deselected. Description: Enter a description for the schedule. The Next execution field is a read-only field that will display the next execution date for the schedule.
5. In the Schedule type section you decide how often you want to generate invoices. Select the schedule type and enter the parameters in the corresponding section on the right hand side.
6. In the Document list tab click to assign one or more invoices to the schedule.
7. In the Reference no. column, click to activate the field and click to select an invoice by its reference number.
8. Click .

In the Generated documents tab you can see a list of the documents generated as a result of running this schedule.

How to delete or edit a schedule

1. Click to select a Schedule ID to edit or delete.
2. If you want to edit the schedule, make your changes in the fields and check boxes.
3. Click to save your changes.
4. Click if you want to delete the selected schedule and click OK to confirm.

Tip! If you want to run your schedule manually, click Run now and the schedule will run immediately.