Edit the schedule for a recurring AP purchase invoice

You can edit a recurring AP purchase invoice template until the last scheduled recurrence of the transaction. Changes apply only to future transactions and do not affect previously created AP purchase invoices.

Recurring AP purchase invoices don't support custom fields, or custom fields defined in an AP purchase invoice. If you need to use a custom field in a recurring AP purchase invoice, configure the custom field as not required. For details about creating custom fields, see Define custom fields for business-specific data.

1. Go to Accounts Payable > All > AP purchase invoices > Recurring AP purchase invoices.
2. Select Edit next to the recurring AP purchase invoice template that you want to update.
   If you do not see the Edit option

   • Verify that your permissions allow you to edit recurring AP purchase invoices
   • If the schedule for the recurring AP purchase invoice you want to edit is complete, meaning that no more transactions will be created, you cannot edit the schedule.
   If you want to extend a completed recurring AP purchase invoice schedule, duplicate the completed AP purchase invoice template and then edit the schedule. To duplicate, select View next to the AP purchase invoice template. Then, select More actions > Duplicate.
3. Make your changes.
4. On the Schedule tab, set the Next execution date to the date you want to create next AP purchase invoice.

   This prevents an inadvertent extra recurrence of the transaction.

   For example, an AP purchase invoice is created on May 12. On May 13, you decide to change it to run on the 16th. You would set the next execution date to June 16 to avoid double payments in May.

5. Select Save.