Recurring Invoices

Article Contents: This article Explains how to create, generate, and Post recurring vouchers in Synergy Accounting.

Step-By-Step:

A Recurring Voucher allows the user to set up information for invoices that are always paid to the same Vendor for the same Amount.

To create a Recurring Invoice in Synergy Accounting, follow these simple procedures:

Step 1: Go to Accounts Payable Recurring Invoices and select “New”:

Step 2 :  Enter a description for the Invoice and select Frequency (daily, weekly, monthly or yearly). Enter the Frequency Interval (for example, if the invoice should post every two weeks, enter weekly and 2). Then enter the date range the payments will span. The Start Date would be the first date the payment is due. The End Date would be the last payment date:

Step 3:  Enter the Vendor ID, invoice amount and Distributions. The Last Generate Date will update each time the invoice is generated, but can be changed if needed:

 Step 4:  Select “Save & Close”.

To Generate Recurring Invoices:

1) First, you will checkmark next to the Invoices that you wish to generate:

2) Choose “All” or “Selected Only” for the target. “All” will generate all Recurring Invoices, “Selected Only” will generate only the invoice that is checkmarked. Choose your Cutoff Date and hit “Submit”:

3) You will then need to go into Accounts Payable Invoices and post the recurring invoices. Checkmark next to the invoices that you wish you post, and select “Post”:

4) Once the recurring invoice has been posted, it will be listed under “Posted Invoices”: 

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