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🟦 Recurring Purchase Invoices

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Written by Lassi kähkönen
Updated over a week ago

Automated Entry of Regular Expense Invoices in Eemel.com

With the Recurring Purchase Invoices feature, you can automate the creation of monthly recurring expenses in your purchase ledger. However, each invoice still requires monthly approval and payment.

🔔 Please note: Cost center and accounting allocations must be entered monthly. As of now, these do not save as default values for recurring invoices.


🔹 How to Add a Recurring Purchase Invoice

  1. Go to PurchasesPurchase Invoices.

  2. Select Enter invoice manually.

  3. Upload a picture of the invoice.

  4. Select the image and click Update.

  5. Fill in the date and other invoice details.

  6. Set the recurrence interval (e.g., monthly).

  7. Click Save / Approve.


🔹 How Recurrence Works

Recurring generation is based on the Date field of the original invoice. After each defined interval (e.g., 1 month), the next invoice is created.

Example: Monthly Recurrence

  • Invoice 1: Created on 01.01.2018 → Date: 01.01.2018

  • Invoice 2: Created on 01.02.2018 → Date: 01.02.2018

  • Invoice 3: Created on 01.03.2018 → Date: 01.03.2018

If due dates are set to be two weeks after invoice dates:

  • Invoice 1: Due 07.01.2018

  • Invoice 2: Due 07.02.2018

  • Invoice 3: Due 07.03.2018


🔹 End Date of Recurrence

You can define when the recurring schedule ends. After this date, no new invoices will be generated.

Example:

  • Start: 01.01.2018

  • Recurrence: Monthly

  • End Date: 01.03.2018

→ Last invoice generated: 01.03.2018

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