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The Recurring AP Invoice Setup function allows you to amend or delete recurring invoice templates.

 

 

Amend Recurring AP Invoice Template

 

To amend a recurring invoice template, perform the following steps:

 

1.Access the Recurring AP Invoice Setup function from the Transactions menu. The Search screen is automatically displayed when you access this function.

 

2.Enter in the Search field the recurring invoice number that you want to amend; then, press the Enter key. Alternatively, you may enter a few characters of the recurring invoice to do a quick search. Scroll up or down on the Lookup grid to locate the recurring invoice; then, double-click to select.

 

3.Review or amend the recurring invoice, by accessing the fields that you need to change.

 

4.Click the Save button from the Transactions toolbar. The system will then save the changes made to the invoice.

 

 

Delete Recurring AP Invoice Template

 

To delete a recurring invoice template, perform the following steps:

 

1.Access the Recurring AP Invoice Setup function from the Transactions menu. The Search screen is automatically displayed when you access this function.

 

2.Enter in the Search field the recurring invoice number that you want to amend; then, select by double clicking the the entry line from the grid. Alternatively, you click scroll up or down to locate the recurring invoice on the grid; then, double-click to select.

 

3.Click the Void button on the Transactions toolbar to delete the invoice. The system will then display a dialog box. Click the Yes button to confirm deletion; otherwise, click the No button.

 

 

 

See Also

Recurring AP Invoice

Set Up Recurring AP Invoice Template

Generate AP Invoice from Template

 

 

 

 

 

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