A recurring system is a system that generates pre-scheduled documents, allowing accountants or business owners to prepare and organize recurring documents in advance. For example, an accounting office may have recurring monthly account service fees for leased business spaces with a fixed rental agreement. A contracting business may receive payments in installments. The generated items are recorded in the accounts and automatically sent by email.

Documents that support monthly recurring creation include invoices, receipts, and expense records.)

The steps to create are as follows :

Step 1 : Go to the Revenue menu > Delivery Note/Invoice/Record AR > See All

Then, select '+ Create Recurring Invoice'.

Step 2 : Fill in the details of the document you want to create, similar to creating a regular document, with the following differences :

Recurring Number : The number of this recurring transaction (not the document number you want to create).

Refer To : To display in each generated monthly document.
​Customer : To select the desired contact.

Credit Term : The period from the creation date to the payment due date.

Step 3 : Configure the recurring document creation to specify how the system should generate the transactions, with the following details :

Recurring Period : Setting up the document creation period as needed.

From date : The first day for the system to generate documents that can be set to tomorrow onwards.

Until : Specifying the number of times or the date on which the system should generate the final document.

Created as : The required document status.

Auto send email : Setting up the email for the system to automatically send generated documents, with the transactions must be in the approved status.

Step 4 : When you have entered the document detail and completed the recurring transaction, click on the 'Select' button.

Step 5 : The list of monthly generated document will be displayed in the Recurring tab that you can check the status of the transaction which divided into 4 states :

Active : The transaction is still functioning

Inactive : The transaction has been deactivated. Once the scheduled generation period is reached, no documents will be generated as specified.

End of Process : The scheduled date or occurrence limit for document generation has been reached.

Unsuccessful : There have been modifications or deletions in the document data that causes the document creation to be unsuccessful.

Step 6 : In case the documents are no longer needed to be generated, access the specific monthly generation transaction and select 'Inactive' to deactivate the transaction.

You can watch the video tutorial on how to create a monthly invoice (Recurring) (IV009) at the following link PEAK Account: How to create favorite document templates and generate advance documents using the Recurring. second 2:16