AP Invoice Scheduler

Cassandra Wood

I'm trying to set up recurring invoices, for example, to pay monthly rent. I used the edit schedule when creating the invoice, but the full expense (for all 12 months) goes into the first month that I'm paying? How do you get it to hit the month that the payment is scheduled for?

Mary Hart

When you are setting up the invoice there should be a tab that says edit schedule-once you click on this there are options for different payment options-irregular, monthly, etc. You should be able to put in the total amount for the year and the system will distribute the amount for the year.

Grace Yustana

@Mary Hart

Hi Mary, so the system will not hit the GL for the full year amount all at once?

Peggy Mak

@Mary Hart
I do not have such a tab, for scheduling payments. How do I get it / see it?