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Creating recurring vendor invoices

About recurring vendor invoices

After you set up recurring vendor invoices, you can create them.

From the Manage menu, click Recurring > Vendor Invoices.
In the Create Invoices For field at the upper left of the window, click the month when you want to create invoices.

To create invoices for a different month or other time period, click Select Dates and then enter the beginning and ending dates in the fields that appear to the right.

Note:

If you already created a particular vendor invoice for the time period you selected, Ajera does not show it on this window. In this way, Ajera ensures that you do no

Do one of the following:

To create invoices for all vendors, click the All Vendors button.
To create invoices for only one vendor, in the Vendor field, click .

To view or change the account transactions for an invoice, expand it by clicking the plus sign at the left of the row. (To close it, click the minus sign ).

For example, on your mortgage payment invoice, you need to change the amounts for the account transactions because the amounts for principal and interest change every month.

If you do not want to create a particular invoice for the month (or other time period you selected), click the row of the invoice, and then click the Delete button. Click Yes to the message asking if you want to delete the row.

If you later decide that you actually do want to create the invoice for that month (or other time period you selected), repeat Steps 1-3 of these instructions and the invoice reappears.

Note:

If you want to delete the recurring journal entry so it no longer appears at any time now or in the future, delete it in Company > Recurring > Vendor Invoices.

Change information for the vendor invoice, as needed.

Note:

Changes you make here affect only this one journal entry. If you want to change the recurring journal entry for every occurrence, you must make the change in Company > Recurring > Vendor Invoices.

You can also view or change information in optional columns, as follows:

Click (Customize).
Select each column that you want to appear on the window, and click OK.

Column	Description
Accounting date	The accounting date for the invoice. Ajera automatically enters the invoice date in this field. Change it, as needed.
Date to pay	The date to pay the invoice, based on options you selected for the vendor in Setup > Vendors.
Autopay	If, for this month, you want to automatically pay the invoice as well as create it, select the Autopay check box for the invoice. Ajera uses the accounting date as the payment date. Clear the check box for any invoice you want to review in Manage > Vendor Invoices or Manage > Vendor Payments before paying it. If you select this check box, the Bank Account field also appears, which you use to select the bank account or credit card for the payment.
Last invoiced date	View only - It shows the last time the invoice was created.
Notes	Any notes about the invoice.

To create the invoices listed in the table, click Save.

Ajera creates the invoices, and they now appear in Manage > Vendor Invoices > Existing tab, and in Manage > Vendor Payments, where you can change them and pay them as you would any vendor invoice. If you selected the Autopay check box when setting up the recurring invoice, the payment appears in Manage > Bank Register.