/visma-net-erp/help/supplier-ledger/process-purchase-invoices/schedule-a-recurring-invoice section Create a document (or multiple documents if they should be generated according to the same schedule) by using the Purchase invoices (AP301000) window. 2026-02-19T17:09:06+01:00 # Schedule a recurring invoice Create a document (or multiple documents if they should be generated according to the same schedule) by using the Purchase invoices (AP301000) window. For more information: [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/). ## Before you proceed Create a document (or multiple documents if they should be generated according to the same schedule) by using the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window. Save each document with the **Balanced** status. Do not release the them. You can add supplier ledger documents of the following types to schedules: **Invoice**, **Credit adjustment**, **Purchase credit note**, and **Prepayment**. If you want to use a document that is already closed, copy, and paste it to a new document. ## Create a schedule 1. Go to the [Recurring transactions (AP203500)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/recurring-transactions-ap203500/) window. 1. In the top part, in the **Description** field, add a description of the schedule. 1. In the **Start date** field, select the start date for the schedule. The default is the current date. 1. Define limitations on the schedule execution as follows: + Enter the date when this schedule expires in the **Expiration date** field, or select the **Never expires** check box. + Enter the maximum number of times the schedule should be executed in the **Execution limit** field, or select the **No limit** check box. 1. Specify how often the document should be generated: + To generate the document daily or every **x** days, do the following: 1. In the **Schedule type** section, select **Daily**. 1. In the **Every day(s)** field, type an integer to specify the number of days between document generations. To generate a document every day, enter 1; to generate a document every other day, enter 2; and so on. + To generate the document weekly or every **x** weeks, do the following: 1. In the **Schedule type** section, select **Weekly**. 1. In the **Every week(s)** field, type an integer to specify the number of weeks between document generation. 1. Select the check boxes to specify the days of the week when the documents should be generated. + To generate the document monthly or every **x** months, do the following: 1. In the **Schedule type** section, select **Monthly**. 1. In the **Every month(s)** field, enter an integer to specify the number of months between document generation. 1. Select when the document should be generated: either the day of the month or the week in the month and day of the week (such as the third Friday of the month). + To generate the document every **x** financial periods, do the following: 1. In the **Schedule type** section, select **By financial period**. 1. In the **Every period(s)** field, type an integer to specify the frequency of document generation by financial period. 1. Specify whether the document should be generated on the first day of the financial period, the last day of the financial period, or a specific day of the period. 1. Make sure the **Active** check box is selected to indicate that the schedule is active. 1. Click . 1. Optional: For user reference, attach a scanned copy or electronic version of the document on which this schedule is based. To do this, drag the file from the folder on your computer and drop it in the top part. ## Add documents to a schedule 1. Go to the [Recurring transactions (AP203500)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/recurring-transactions-ap203500/) window. 1. In the **Schedule ID** field, select a schedule to which you want to add a document or documents. 1. On the **Document list** tab, click  in the table toolbar. 1. In the **Type** column, select the type of a document to be added. 1. In the **Reference no.** column, select the document by its reference number. 1. Optional: To attach an electronic version of the related document or its scanned image, click the staple icon and select and upload the document. 1. Repeat steps 1- 4 for each document you want to add. 1. Click .