Record repeat purchase invoices
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If you are regularly billed by a supplier (for a subscription fee for example), you can use the Repeat purchase invoices function to automatically create purchase invoices to match the billing. You can set the purchase invoices to be created a set date and interval for a specified number of times or duration.
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Go to Purchases > Suppliers, then select the supplier.
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Select the Transactions tab.
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From the Recurring purchase invoice section, select Add recurring purchase invoice +.
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The create new purchase invoice screen displays.
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Enter a Supplier Reference that your supplier can use to track your invoice.
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Enter a brief Description to make it easier to identify what this repeat purchase is for.
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Select the Supplier from the list.
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Select Add Line Item and complete in the usual way including the Purchase Code, Qty, Rate and VAT details.
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Use the Duration panel to set the repeat options:
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Create indefinitely - creates the purchase invoice repeatedly until the repeat purchase is cancelled.
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Create set amount of times - creates the purchase invoice the amount of times you specify.
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Create until specific date - creates the purchase invoice until the date you specify.
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Disabled - selecting this option will stop the purchase invoice being created.
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Use the Frequency panel to define how often the purchase invoice should be created:
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Annually – creates the purchase receipt once a year on the date selected.
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Monthly – creates the purchase invoice once a month on the date entered.
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Multi Month – creates the purchase invoice on a certain date on selected months only. You can use this to create a quarterly bill for example. Select each required month from the list.
- Weekly – creates the purchase invoice once per week on the day you select from the list.
- Starting on - creates the purchase invoice every set number of days from a certain date. Select the start date and enter the number of days between events.
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Choose whether to Record a payment automatically (payment is dated with the same date the purchase invoice is generated), or select No payment to manually record the payment.
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Select Save.
