Using the recurring invoice functionality in Sage X3 organisations can save time during monthly invoice capturing by creating recurring invoice templates for supplier or customer invoices. This functionality can be applied to invoice transactions that occur on any time/frequency basis where the amount is the same.
Steps to create a recurring invoice:
Step 1: Create the recurring invoice as either a Supplier BP invoice or Customer BP invoice. This invoice will become the template invoice for future recurring invoices.
Step 2: Set-up the invoice as a recurring invoice. On this function the user can set-up the following parameters:
- Select the template invoice which will be used to create the recurring invoices.
- Choose the start and end date.
- Select how frequently the invoice will re-occur.
Step 3: Run the Recurring Invoice Creation function to generate the recurring invoices. Based on the selection criteria entered Sage X3 will generate the invoices for you.
Step 4: Navigate back to the recurring invoice function to view the generated invoices. Remember these invoices are only created and not posted to the general ledger yet. Users either have to manually post the invoices or use the batch invoice validation to post the invoices.