Concur Invoice Standard Edition End User Help

Create a Recurring Invoice

To create a recurring invoice:

  1. On the Invoice List page, either:

    • Select the check box for the desired invoice. - or -

    • Open the invoice by clicking it.

  2. Click Actions > Create Recurring Invoice. The Recurring Invoice Details window appears.

  3. Complete the following fields:

    Field

    Description

    What is the frequency of this recurring invoice?

    In this list, you select how often the system should create a recurring invoice. Select one of the following:

    • Monthly

    • Twice Per Month

    • Quarterly

    What day(s) of the month is the payment for this recurring invoice due?

    In this list, you select what day of each month the payment for this recurring invoice should be due.

    How should the Invoice Number be managed?

    Depending on your company's configuration, you might see one or several of these options:

    Copy Invoice Number from current invoice: This is the current behaviour and will be the default option.

    Copy Invoice Number from current invoice, but add auto-incrementing value as a suffix: Concur maintains the invoice number, and then adds a hyphen and number to the end of the invoice number to make it unique. For example, if the invoice number is 1234, then the recurring invoice numbers that are created from that template will be 1234-01, 1234-02 and so on.

    Blank out Invoice Number: SAP Concur does not copy the invoice number from a current invoice, but instead blanks out the invoice number.

    NOTE: This might not be the optimal solution if the Invoice Number is a required field in the client’s configuration of Invoice.

    When is this recurring invoice effective?

    Here you select between which dates the recurring invoice is in effect.

  4. Click Save.

Once the invoice becomes a recurring invoice, the system duplicates the invoice, which appears on the Recurring Invoice page that you access by going to the View menu and selecting Recurring Invoices. This duplication occurs on a regular basis specified by the offset value (the default is 14 days prior to the payment date).

If, on any set recurrence interval, you must make a single change, you can open the submitted invoice, click Recall Invoice, make the change, and save and re-submit with the required change.