Recurring Entries

Use the Recurring Entries function to set up invoices sent out on a regular basis and set up orders that you send to customers regularly. After you set up your recurring entries, use the Copy Recurring Entries function to create invoices or orders when they are due. You can also use the Recurring Entries function for inventory items.

You can use the Copy Recurring Entries function to copy a group of recurring entries rather than entering each transaction separately every time an invoice or order is sent. You assign each recurring entry a run code to process them on different schedules - monthly, bimonthly, or according to your company's needs. The recurring entries for both Accounts Receivable and Sales Order are stored in the same table. When you set up recurring entries in AR, you will be able to see them in SO.

NOTE: Sales Order, Copy Recurring Entries will provide you with the choice to copy recurring entries that are set up as open orders or invoices. Accounts Receivable, Copy Recurring Entries will only allow you to copy recurring entries that are set up as invoices.

Because of the function similarities, see the Accounts Receivable Recurring Entries function for details on using the Recurring Entries function.

Deleting a Recurring Entry

1. Select a recurring entry to delete from the Recur ID field.
2. Click the Delete button, on the toolbar, to delete the selected recurring entry.
3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.