How to Create Repeating Purchase Invoice?

Books -> Purchase -> Purchases -> Click on "Purchase Invoice" top button.

Repeating Purchase Invoice feature automates the process of creating Purchase Invoice for vendors who regularly sales the same items or services to company.

User can create Repeating Purchase Invoice by clicking on "Repeating".

Upon clicking the "Repeating" option, the "Create Repeating Bill" Screen will open as shown in the image below:

For creating the Repeating Bill below mandatory fields are required to fill:-

• Vendor
• Place of Origin
• Vendor Address
• Period
• Repeat this transaction every
• Next Bill Date
• Due Days
• Unit Price
• Account
• GST Rate (For Inclusive / Exclusive )

User can setup dropdown values for creating the Repeating Bill. Such fields are:-

1. Branch: User can add Branch in Organization Settings. New added Branch will appear at the time of creation of Repeating Bill.

   Add Branch option is available at:

   Settings -> Organization Settings -> Location -> Add Branch

2. Category: User can add Category in Organization Settings. New added Category will appear at the time of creation of Repeating Bill.

   Add Category option is available at:

   Settings -> Organization Settings -> Location -> Add Category

3. GST Rate: User can Add GST Rate in Tax, GST and TDS configuration. New added GST Rates list will appear at the time of Repeating Invoice.

   For adding GST rate - Navigate to Settings -> Tax, GST and TDS configuration -> GST -> Add GST Rate.

4. Cost Centre: User can Add Cost Centre in Finance Settings. New added Cost Centre will appear at the time of Repeating Invoice.

   For adding Cost Centre - Navigate to Settings -> Finance Settings -> Cost Centre -> Add Cost Centre.

User can Hide/Unhide input fields by using Repeating Bill Customization Settings. By default, custom fields are unchecked in Customization Settings. User can check these fields which he want to show at the time of Add and Edit Repeating Bill.

Customization Settings option is available at:

Settings -> Custom Configuration -> Document Customization -> Select Repeating Bill

There are following three options to Save Repeating Bill:

• Save as Draft
• Submit for Approval
• Approve

1. Navigate to Draft listing page and select the Repeating Bill for which you want to change the status, thereafter click on "Submit for approval" or "Delete" as per your requirement.

2. Navigate to Awaiting Approval listing page and select the Repeating Bill which you want to ‘Approve” or “Delete”, thereafter click on “Approve” or “Delete” as per your requirement.

3. Navigate to Approved listing page and select the Repeating Bill which you want to “Delete”, thereafter click on “Delete